SI
SI
discoversearch

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
An SI Board Since May 1996
Posts SubjectMarks Bans Symbol
1279 13 0 ETEC
Emcee:  Manas Pattanaik Type:  Unmoderated
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
404 I'm not sure what to make of the projections for lower unit sales in FY98. Skeptic-5/29/1997
403 Jeffery, growth may be slowing faster then I originally anticipated. I have beCalculatedRisk-5/29/1997
402 Luke, if 27 systems in 1998 is correct, ETEC may be in trouble. The Company wasCalculatedRisk-5/29/1997
401 Carl, I think the analysts are about right for fiscal 1998. Based on the revenuCalculatedRisk-5/29/1997
400 Jeff, I take it back. I checked your earlier posts and you were talking about Steve Robinett-5/29/1997
399 From May 28: <b>NEW YORK (Dow Jones)--ABN/Amro Chicago Corp. upgraded EtPaul Dieterich-5/29/1997
398 Jeff, a minor point about book-to-bill. You're right about the difficultySteve Robinett-5/29/1997
397 Nice post. A rapidly growing company eats cash as it needs more working capitajeffbas-5/29/1997
396 I have seen initial street estimates around 0.52 or 0.53 for the July quarter. Skeptic-5/29/1997
395 You are right, it could haapen, but with the low PE, I don't think there isCarl R.-5/29/1997
394 Jeffery, two comments. My main concern is cash flow. Even if sales hold up, tCalculatedRisk-5/29/1997
393 To Su, Raymond, C-Risk, Carl and JeffBash: Excellent work on the analysis. ThWarpfactor-5/29/1997
392 Dear Mr. Risk, You seem to know a lot about this company. What are you, the Steve Robinett-5/29/1997
391 Greetings! My initial estimate for Q4 EPS is $0.56. The estimate is based on CalculatedRisk-5/29/1997
390 Carl, ETEC has a beta of about 2. A 10% market pullback could drop it to the lSteve Robinett-5/28/1997
389 Carl, while I think the stock is more likely to go up than down, any way I cut jeffbas-5/28/1997
388 Carl, I agree with your comments, except one - I think we MAY see this stock Dr. Bob-5/28/1997
387 Jeff, regarding the backlog, $140m isn't much less than $155m, especially wCarl R.-5/28/1997
386 Sometimes we try too hard to outsmart the market, and sometimes our best way ofCarl R.-5/28/1997
385 Serving a cyclical industry, I would much rather have a multiyear backlog like jeffbas-5/28/1997
384 Joel, Backlog is a "potential" problem and I believe Mr. Bash is corrCalculatedRisk-5/28/1997
383 I am long ETEC. I agree with your assessment. I do not think there is a backlJoel Karlinsky-5/28/1997
382 Re: CFO departure and negative cash flow. I'm not a CFO (nor do I play oneJonathan Edwards-5/28/1997
381 I still say that you are only making intelligent - guesses - unless you know whjeffbas-5/28/1997
380 Jeffrey, I have tried to be even handed in my comments. If you listen to the cCalculatedRisk-5/28/1997
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):