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Technology Stocks
Etec Systems moving up
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
1279 13 0 ETEC
Emcee:  Manas Pattanaik Type:  Unmoderated
Introduction Market Data Compact
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354 All, There seems to be a lot of enthusiam here for ETEC. However, something jusRaymond-5/20/1997
353 <There is no argument that ETEC is a cyclical growth company.> I would aSkeptic-5/19/1997
352 I calculate a 35% tax rate for last quarter and a 29% tax rate for the first 6 CalculatedRisk-5/18/1997
351 I think the .28 and .35 I quoted reflected full taxation as it would apply to cjeffbas-5/18/1997
350 Jeffrey, In the first half of fiscal 1997, ETEC was not fully taxed. They paiCalculatedRisk-5/18/1997
349 I think you need to redo your numbers with some change in assumptions - 1997, jeffbas-5/17/1997
348 The 71 replacement systems David calculated were older MEBES systems. There arCalculatedRisk-5/17/1997
347 Good Morning. I have worked up a proforma analysis of ETEC, removing NOLs, oneCalculatedRisk-5/17/1997
346 Jeffrey\ I gues the contra point is that those 71 systems that need replacing hedgeclipper-5/17/1997
345 Your own point is troubling. Let's say that the need is 71 plus 24 over thejeffbas-5/17/1997
344 Jonathon, Of course you are correct. I was just illustrating the "potentCalculatedRisk-5/16/1997
343 <i>Add in 24 new FAB facilities, over the next few years, with potentiallJonathan Edwards-5/16/1997
342 David, This is a great point. The Company is upgrading systems in the field, CalculatedRisk-5/16/1997
341 Jeffrey/Bill Just had a thought. So long as we are counting systems, ETEC sahedgeclipper-5/16/1997
340 Agree. The comparison will look pretty poor this quarter, with a non-recurringjeffbas-5/16/1997
339 Jeffrey We seem to agree that ETEC is working towards producing 9 systems a quhedgeclipper-5/16/1997
338 Regarding backlog, I am of the opinion that the company is reluctant to give ojeffbas-5/16/1997
337 Jeffrey, I'm not trying to speak for Mr. Goss. He was responding to my effCalculatedRisk-5/16/1997
336 A few comments. A year or so ago ETEC had sold about 150 systems in its entirejeffbas-5/15/1997
335 David, Excellent analysis of increasing ASP. Apparently (according to Luke) CalculatedRisk-5/15/1997
334 Bill Sounds like you have access to the December prospectus. At various placeshedgeclipper-5/15/1997
333 Luke, very informative - also surprising! Polyscan revenues should not have beCalculatedRisk-5/15/1997
332 Nice post, and it makes sense. Also note that they beat estimates for last quajeffbas-5/15/1997
331 The "speculation" on this thread came from me. I did not get it direSkeptic-5/15/1997
330 Good Morning! The reason given in February for the stock price drop was the delCalculatedRisk-5/15/1997
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