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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (696)	8/23/1996 12:54:00 PM
From: Scott Maxwell	of 132070

My first query of the oracular Mr. Burke, so please be gentle: I'm avoiding most equipment makers for now, but I have stocked up on Electro Scientific (ESIO) because I like their management and it appears the market has mistaken their advanced laser memory correction systems for the kind of equipment Micron is trying to sell in the used market <g>. It appears to me that the demand for their products is actually increased by the rapid obsolescence of low-density parts. I dunno, any company that can make machines that zap 1200 links per second has my respect. And of course their financials are solid. What do you think, O sage?

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