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Technology Stocks : Cognex (CGNX-OTC) Did you know...
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To: James Fish who wrote (1)9/13/1996 1:32:00 AM
From: Jurgis Bekepuris   of 15
 
James,

I saw that you posted some comments on a couple of
vision and laser threads. Do you have any opinions about
ESIO, GSCN and PHTN?

ESIO makes laser correction systems for DRAM's. They
also compete with CGNX in some markets. This is not a very hot
area now, but the transition to 256M RAM might heat this
company.

I think GSCN is in the more mainstream use of
laser products. There's a good overview of their markets in
the old GSCN thread (you'll have to search for GSCN).
They are probably the most conservative investment
of the three companies.

PHTN manufactures systems for FPD (flat panel display)
inspection and correction. I am most bullish on this company
though there might be some Japanese competition.

Please let me know any technical details about these
companies since I'm don't know much about technologies
involved. Do you think Allen Bradley is also a big
competition for any of the companies mentioned above?

Thanks

Raimondas
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