Electro Scientific??? Message Board

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Technology Stocks : Electro Scientific???

ESIO 29.99

0.0%

Feb 1 4:00 PM EST

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To: Box-By-The-Riviera™ who wrote (439)	9/16/1998 10:32:00 AM
From: Mark Oliver	Read Replies (1) of 723

I suppose book is a moving target anyway as companies eat into cash reserves to support losses. Still, I don't think we are ready to see losses yet do you? MEMC's reporting of slower sales was not good. I think they supply a lot of DRAM wafers to Korea, but I don't know the figures. Wafers have a big over supply problem also. Everything has been going to oversupply. Hard to believe the industry could have so over expanded across the bard. Can it only be blamed on slower PC sales to Asia? I think not. There was a guy posting a table on equipment stocks and many were under book. I feel under normal circumstances you'd have a pretty good bet of getting at least 100%, if not triple if you held ESIO for 2 years, but I also begin to fear the markets reaction to y2k. Are we going to see serious supply problems as companies fail to meet their production schedules? Regards, Mark

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