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Technology Stocks : Electro Scientific???
ESIO 29.990.0%Feb 1 4:00 PM EST

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To: Box-By-The-Riviera™ who wrote (621)7/13/1999 12:42:00 PM
From: vinh pham  Read Replies (4) of 723
 
I am in the semi equipment industry. IHMO the analysts are expecting a recovery much quicker than it is happening. There is a recovery, but customers are very cautious and ordering on very short cycles.
ESIO growth have always been fueled by acquisitions. The markets they own are typically saturated or no growth. All aside, it is a
well managed company, look for additional strategic acquisistions or
ESIO itself might become a target for someone as AMAT or KLAC both
of whom have directors on the ESIO board.
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