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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 (426)9/8/1998 9:46:00 AM
From: vinh pham  Read Replies (4) of 723
 
Earning is coming out in the next weeek or so. Everyone is nervous.
I suspect ESIO is like any other semi equip companies. Sales will be
down 15 - 20 %, that will put it in the range of 42 - 46 millions.
They will still make money. I agree with you, book value does not
mean anything anymore. I am currently tracking companies that are
trading near or below cash + receivable + inventory - payable (CRIP)
I am looking at IMSC - trading @ $6.00 ( below CRIP, almost $5 in cash and receivables ). Also looking at BRKS trading at $8.25. Got
almost $6 in cash alone. Back to ESIO, that March 20 calls looks
good, I will take a serious look at picking up some of that.
Where is a good site to track options?

Vinh
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