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Technology Stocks : Electro Scientific???
ESIO 29.990.0%Feb 1 4:00 PM EST
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To: Mark Oliver who wrote (320)1/22/1998 4:38:00 PM
From: Scott Maxwell   of 723
 
Yield improvement is vital, but the hands of the Koreans, in particular, are being forced. Until enough capacity is cancelled/written off, the players to replace them are not visible. Some customers cannot even get letters of credit for their import activities. If I saw news that LG/Samsung etc. were recapitalized and clear of financing problems, I would know there was no bad news lurking for ESIO, but then everyone else would know, too. All of this short-term stuff aside, in two years all this will be a memory, fundamental demand for endproducts will be soaring as the world is wired for broadband fiber and wireless, and ESIO will be in a key position -- buying here is unlikely to be a mistake in that timeframe.
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