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Technology Stocks : ELECTROGLAS -- How far can it go?
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To: Greg Jung who wrote (637)6/18/1998 10:07:00 AM
From: Phaedrus  Read Replies (1) of 1070
 
KLAC is not really a competitor of EGLS. The only place they compete that I'm aware of is in yield management software which is a business that EGLs got into in the past year and a half. Most of EGLS business is in probers and EGLS dominates this space outside of Japan.

The next big leg up in EGLS revenues will come when the industry transitions to 300mm manufacturing which wont happen, IMHO, untill 2001+. Some upside could come from the software, but as you pointed out, they are fighting a tough competitor.

EGLS is a very well managed company and a well capitalized company. Long term this will be a fine stock, but I'm not putting my money in it until I feel better about the 300mm transition or I see evidence of the knights technology products really making an impact. Good luck.
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