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

To: vinh pham who wrote (645)	10/31/1999 9:40:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 723

The current propaganda seems to be that passive components are going well again. Kemet did well, and it would be confirmed if Vishay is also doing well. I look at the semi-equipment makers and their share prices seem to reflect very positive future scenarios. In fact, they seem to be highly valued and you have to wonder if they are primed for a fall. ESI has not tracked with the group and you can hope they might standout as a value play? Anyway, I have reduced my holdings in general and that includes ESI. I still hold shares because I like the company and think they have a good future prospect. I don't know what will cause the market to be strong buyers. Maybe they are waiting for a clear signal from passives, or maybe they are waiting for more good quarters? Regards, Mark