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: Jerome who wrote (707)8/4/2000 12:28:07 AM
From: Mark Oliver  Read Replies (2) of 723
 
I just made a double entry for some reason, so I'll add some thoughts. They have a new CFO as of 6/30. Looks like he might have some ideas on aggressive growth.

They've also announced a new line of 300mm wafer sorters. I wonder what this is exactly? Is it an extension of the yield improvement equipment for DRAM, or is it a broad based product that will work with any type of wafer?

I also see ESIO adding production space which means they are straining against their current size, with a great backlog and lots of growing business segments. Adding shares will give them some great flexibility assuming they can make good value from them. With a new CFO, I suppose we must wonder if he will be as good as Barry, but we shall see. Generally, ESI has always been very focused and seems to have good strategic product building skills.

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