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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 147.44-0.6%3:59 PM EST
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To: Mason Barge who wrote (5703)6/5/1998 2:48:00 PM
From: Mark Oliver  Read Replies (2) of 10921
 
Mason, This post seems like you are talking about ESI? I had been thinking yield improvement was simple survival, but your logic here makes a lot of sense. Would you say there is a similar situation happening in passive components with companies like Kemet laying off and retrenching production?

Then, looking at drilling for circuit boards, what are your expectations there?

I had been thinking all these troubled segments had one thing in common, yield improvement would equal survival. But, as you say, "capital expenditures for yield don't make much sense if you're increasing your margin from -5% to -1%."

Machine vision is also looking like it'll be in the doldrums, but it was interesting to see Gruntal come in and say Cognex was still a good buy despite near term short comings.

Anyway, are you still bullish on ESIO?

Regards,

Mark
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