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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: All Mtn Ski who wrote (11)3/19/2001 5:42:30 PM
From: Jerome  Read Replies (1) of 43
 
Conference call indicates that business is slowing, but business is still good. The guidance is revenues of $95 to $109 million for the next quarter.Very few order cancellations. The drivers going forward will be new applications. They also mentioned that some memory makers are using this time to take market share from weaker competitors.

Overall I would rate rate ESIO a position worth holding and adding to if the cash became available.

Jerome
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