Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Demosthenes who wrote (1226)	5/19/1999 9:49:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 1279

D., I suspect that today's run up was related to AMAT's conference call. Specifically the move to 0.18µ; and the implicit need for advanced masks / mask making equipment. The comments from ETEC imply that this is not yet being seen. I don't understand the discrepancy and don't have the ETEC number to see if any light is shed in that call. Ian.

To: Demosthenes who wrote (1226)	5/20/1999 12:02:00 AM
From: Carl R.	Respond to of 1279

PLAB was more positive in their report, and that will help. They may get pounded, but could recover as investors with a longer term perspective jump in. If people are buying .18µ capability, they will need masks later. With overcapacity in the mask sector still getting worked off, the sales this quarter were no surprise. The fact that they are still 6 months away from a recovery isn't good, but I doubt that any big dip will hold. Carl