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Technology Stocks : ESIO: Electro Scientific Inds.
ESIO 29.990.0%Feb 1 4:00 PM EST

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To: Thomas DeGagne who wrote (5)12/19/2000 8:44:08 PM
From: All Mtn Ski  Read Replies (1) of 43
 
Man, "Net Congestion" has made listening to the first 7 minutes of the CC take an hour! I want more bandwidth now!

Anyway, I did get this other than published results revealed during that hour:

2nd QTR breakdown of product groups

46% miniature surface mount passive comp
27% semi yield products
9% laser fine tuning
9% machine vision
9% advanced packaging

Now I know what industries to focus on to gauge ESIO's performance. ROBV has had troubles due to the machine vision systems slowdown, but at 9% of revs, ESIO isn't affected greatly. Leading edge technology is always in demand, without it there would be no advancement. ESIO seems to be providing the tools required to continue the advancement. This one sure looks like a keeper, and at a cheap valuation as well.

Tom
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