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Technology Stocks : Electro Scientific??? -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (621)	7/13/1999 12:42:00 PM
From: vinh pham	Read Replies (4) \| Respond to of 723

I am in the semi equipment industry. IHMO the analysts are expecting a recovery much quicker than it is happening. There is a recovery, but customers are very cautious and ordering on very short cycles. ESIO growth have always been fueled by acquisitions. The markets they own are typically saturated or no growth. All aside, it is a well managed company, look for additional strategic acquisistions or ESIO itself might become a target for someone as AMAT or KLAC both of whom have directors on the ESIO board.