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Strategies & Market Trends : Steve's Channelling Thread

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To: vampire who wrote (2459)	6/15/2000 6:06:00 PM
From: Zeev Hed	Read Replies (2) of 30051

I used to follow ESIO in the 20' and after taking a 50% on it, it dropped from my "radar". They make a variety of laser based equipment, including some for "repair" of DRAM (actually increasing yields, if memory serves by tweaking out od specs passive parts). It sure is now cheap in the $45 to $50 area, but it is not heavily followed by the masses I fear, so it always stays behind (like CYMI and VECO) It is volatile, and once it breaks, it could do what APH has done today, a good one to follow. Maybe I should dump VLNC from my radar and replace it with ESIO (G). Zeev

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