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: vinh pham who wrote (261)	10/28/1997 12:59:00 AM
From: Mark Oliver	Read Replies (2) of 723

Well, I saw the trades, but they seemed to be out of sequence as the close was definitely 45 1/2 on 130,000 shares. Seems like a good time to buy. The hard part is tomorrow will be difficult as the Hong Kong Market gets trashed. Maybe it'll fall a little more, but there wasn't any very serious selling. Options are still very high and not worth buying. I'd like to buy more shares, but don't have the cash. Went into this mess on margin and will miss the best deals. I suppose DRAM orders will stay solid, but how about capacitors. Is the rebound there more likely to be put on hold? or are they so due for upgrades that they can't put it off? How about the AISI deal? They fell apart last time when the stock started getting beaten up. I think the offer was for a fixed number of shares, wasn't it? AISI must be rethinking Cognex offer? Still feel pretty good about earnings? Regards, Mark

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