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Technology Stocks : Electro Scientific???

ESIO 29.99

0.0%

Feb 1 4:00 PM EST

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To: Henry D who wrote (607)	6/23/1999 8:23:00 PM
From: Mark Oliver	of 723

<when is Semicon West?> Visit ESI at SEMICON West San Francisco, July 12-14 Booth #5413 San Jose, July 14-16 Booth #11402 I use to always go to Semicon West, but I'm in Australia this year. When you see ESI's presence in this big show, you can see they aren't an insignificant player. It's also good to meet the people working there. Once they start telling you about the business it's pretty exciting. <33 cents good to me, hope backlog jumps too. ESIO has been a laggard lately...tempted to sell and jump onto AMAT > I think ESI is simply a lesser know small cap. The general market looks to AMAT when they think of this market. It becomes an unreal investment, which can be great if timely, but it's not based so much on AMAT as peoples desire to be invested in Semi Equip. Eventually, ESI and other highly profitable companies will come around and follow AMAT's lead. It's frustrating that they've lagged this recent move, but I think it will come right in the end. Earnings wise, it would seem that they should see quicker moves in sales being a back-end supplier. Interesting to see a whisper number coming in. It means the market expects better based on the recent increases in BtoB. Regards, Mark

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