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Technology Stocks : Etec Systems moving up -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (1178)	2/20/1999 10:24:00 AM
From: Clarksterh	Respond to of 1279

Jerome - . Its probably a better value play or maybee its just wishful thinking on my part. Without doubt ETEC is a better value play. On an (EPS Potential)/(Share Price) basis ETEC is about half as expensive as AMAT. However, AMAT may always maintain a premium due to the current love the stock market has for the industry leaders. My biggest reason for liking ETEC is that AMAT is likely to really climb only when there are large capacity buys (which may or may not happen this year - I think it will but...) or copper takes off (not likely this year), but ETEC will reach new sales records in the move to 0.18u (and capacity buys are just an extra potential). Just my two cents. Clark