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

To: Rob-Chemist who wrote (1235)	5/20/1999 9:17:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 1279

Rob: Re: "This would suggest that they are facing some competition for mask writers." No I don't think so as the systems in the revenue this past quarter were not the subject of pricing pressure per the cc. BUT some folks want to bargain hard as they have time and capacity on their hands. There is the pricing pressure IMO. ETEC will not cave to a low margin deal and has rejected same. Truth be told, the mask makers have no place else to turn as of yet (Jeoul (sp) and Toshiba are in Japan with some systems for evaluation)and eventually will have to buy from ETEC unless competition comes through before the rubber meets the road.