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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 (443)9/16/1998 4:46:00 PM
From: vinh pham   of 723
 
The market in the Far East are running at 30 - 40% below capacity.
Everyone is cautious. Lot of currency pressure on the pricing.
The underlying demand is there. Order cycle is extremely short.
It is not that I am very bearish on ESIO. I am very bearish on
ESIO stock price. I look at companies like BRKS, SVGI, LRCX, CYMI,
etc...all are trading at 10 or below. ESIO probalbly will have sales
of around 43 - 44 millions...not sure what margins will be like.
Depend on whatever cost cuttings they have implemented. I am bearish
on their Vision market especially with AISI whose only 2 major customers are in the tank ( KLIC and Universal ). I am planning on
making a lot of money when this down cycle play itself out. Sold
most of my shares at 17. Looking to start purchasing them back at 14 on down.

Later.

Vinh
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