Electro Scientific??? Message Board

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Technology Stocks : Electro Scientific???

ESIO 29.99

0.0%

Feb 1 4:00 PM EST

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To: Jerome who wrote (712)	8/6/2000 7:47:25 AM
From: Mark Oliver	Read Replies (1) of 723

Jerome, I jumped the gun with my calls, but this has happened before. I think ESI is a pretty well respected company that currently has a pretty strong order back log. The issue of share dilution is not one I am prepared to answer because it could be good or bad depending on how they handle it. Otherwise, the back end of the semi equipment stocks to a surprise hit when KLIC and TER had problems. This has put uncertainty into the story. This can be a great time to take risk as ESI is not necessarily having the same problems, even though KLIC is a customer. They seem to have very strong sales to the passive component market, which is again another story. In fact, while they do provide some semi equipment, you can't even call them a pure play on that mmarket. Asia is a very big customer. Is there a problem in Asia? Not that I know of. I think ESI will come out of this returning back the the 40's as soon as the market regains any bullish sentiment. If the bear go crazy, all stocks will be tarnished. I'm happy with my calls, but should have held back in hindsight. Regards, Mark

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