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 : Electro Scientific???
ESIO 29.990.0%Feb 1 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: vinh pham who wrote (645)10/31/1999 9:40:00 PM
From: Mark Oliver  Read Replies (1) of 723
 
The current propaganda seems to be that passive components are going well again. Kemet did well, and it would be confirmed if Vishay is also doing well. I look at the semi-equipment makers and their share prices seem to reflect very positive future scenarios. In fact, they seem to be highly valued and you have to wonder if they are primed for a fall. ESI has not tracked with the group and you can hope they might standout as a value play?

Anyway, I have reduced my holdings in general and that includes ESI. I still hold shares because I like the company and think they have a good future prospect. I don't know what will cause the market to be strong buyers. Maybe they are waiting for a clear signal from passives, or maybe they are waiting for more good quarters?

Regards,

Mark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News