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

To: Mark Oliver who wrote (628)	8/2/1999 8:56:00 AM
From: BMcV	Read Replies (1) \| Respond to of 723

Any thoughts on a relative valuation play with ESIO and GSLI, ie sell the former, buy the latter based on valuation metrics such as price/sales, price/peak earnings, etc?

To: Mark Oliver who wrote (628)	8/2/1999 10:23:00 AM
From: vinh pham	Respond to of 723

I am also puzzled why there are not enough trading interests in ESIO. They are covered by: Prudential, MLynch, Adam Harkness, Needleham, Smith & Barney, etc.... some big names. Is it because the company's business do not fall in any particular category. They are not really classified as a pure semi equipment vendor. If you look under SI group highlights, under semi equip you won't find ESIO. I think they fall under the technology category.