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)	10/20/1998 1:49:00 PM
From: Mark Oliver	Read Replies (1) of 723

Vinh, weak BTB, but a little improvement in back end sales. They are saying,"Can this be the bottom?" exchange2000.com "A hint of good news is hidden in the back-end equipment data. Three month average order levels for back end equipment edged up four percent. Another uptick in October may be a leading indicator." I also note the recent investment by Intel in Micron as a sign of strength. They have provided some cash to put into place equipment needed in fabs acquired from TI. They also push the Rambus DRAM, which won't necessarily require new yield repair equipment versus other DRAM types, but they also imply building higher end chips which do require at least higher end repair. If you had to characterise Micron's buying pattern with ESI, would you say this is going to help ESI. It would seem so to me, especially if there is no chance of General Scanning getting any sales here. Anyway, maybe there isn't reason for this stock to trade under book. Things are not that bad. I bought some March 15 calls and I'm up 100% so far. That is nice. Now, do I take the profit, or hold on for more? What's you ar term target and your fears? Regards, Mark

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