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: Mark Oliver who wrote (262)10/30/1997 12:21:00 AM
From: vinh pham  Read Replies (1) of 723
 
Most of fabs are already built. They can not afford to put off the
installations of new 9300s or cap termination machines. As for
the price pressure from the high dollars, I don't think that it will
affect ESIO's main product lines because they dominate the market.
Where would customers buy a 9300? The 1.3 u process is
protected by a patent. Still feeling good about earnings coming up
for 2n quarter of 98. Estimate is .72/share.

You are right about the AISI deal. But CGNX price also fell. If I was
an AISI share holder I would still go with ESIO. There is higher
potential for appreciation because of the acquisition minded
management. Even if AISI decided to go with CGNX, ESIO is
stand to collect $3 million in penalty...I think that was mentioned in
that EE Times article. Like you I ran out of cash. My last batch
was at $50. I will not go into margin..learned that lesson last
July. I saw an $85,000 wiped out in about a month.

Later

Vinh
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