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: vinh pham who wrote (466)	10/12/1998 11:49:00 AM
From: Mark Oliver	of 723

Applied Materials (AMAT-NNM) by Morgan Stanley Dean Witter (25, Sept. 23) Outperform. We continue to expect an early-1999 bookings recovery with improved quantity demand for leading-edge technology followed by a mid-1999 sequential revenue recovery. Therefore, assuming momentum builds into the millennium, our initial fiscal 2000 EPS estimate is $1.85 and our initial calendar 2000 estimate is $2. Also, Novellus reported today beating estimates. The group is up today, and ESIO is lagging. I'm hoping they'll pick up later as they often do. Trading below book and still showing a profit. Probably means book will stay fairly solid. We may still see lows like last week if fear overtakes the market. Still, if Japan can get stable, and the yen holds strength I think it bodes well for ESI. Regards, Mark

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