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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
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To: Jerome who wrote (8421)7/6/2000 12:37:41 AM
From: Mark Oliver  Read Replies (1) of 10921
 
Jerom, I like ESIO. They are also reporting earnings before July options expire, and they have a tendancy to move quickly up or down on relatively low volume. I think they are farther off their top despite what appears to be very good business.

ESI is not a pure semi-equip play because they also make equipment that automated the test and production of passive components which have done really well coming off years of slump, they also make drilling equipment for PCB's which include the most advanced laser drilling equipment available, and they supply vision equipment to companies like KLIC which if you believe they are doing better, will also help ESIO. In their pure semi-equip business, they control a market for repairing memory chips whereby a laser is used to fix DRAM chips at the wafer level after test. This has been a very good business and now that their are shortages, the advantage of repairs and increasing throughput is all the more obvious.

I think under $40 they are a steal, and would guess July 40 or 45 contracts will pay a handsome reward assuming the market isn't ready to "spit the dummy" as they say over here in Australia.

Regards,

Mark

PS Maybe Ian has something to say about ESI because I know he use to follow them quite closely.
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