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

To: vinh pham who wrote (681)6/19/2000 3:42:00 AM
From: Mark Oliver  Read Replies (1) | Respond to of 723
 
Yes, long time. Australia is good. It's winter here, but not too cold.

I bought some more ESIO and day traded last week. Seems like a good idea to buy more, but the market is a bit strange. Not a sure thing. Certainly could be cheaper, not to say that it will be.

Capacitor guys doing very well. DRAM also. KLIC selling more vision products. I assume the drilling is going well. What's not to like? High dollar? Korea seems to look better than ever. Yeah, I like the company.

Has Micron ever been a customer? Any new yield improvement applications yet? They talked about embedded memory. Flash must also be a good one for repairs.

Glad to see you still lurking. Hope you're well.

Regards,

Mark



To: vinh pham who wrote (681)6/22/2000 11:56:00 AM
From: Mark Oliver  Read Replies (1) | Respond to of 723
 
Vinh, what do you think about the weakness in ESIO? Trading currently at $46 which seems like a good short term entry point. Not sure why the pressure. Everything actually looks pretty good. Do you think ESIO will have some greater than expected expenses as they expand mfg facilities? It would seem like business should be about as good as ever.

Regards, Mark


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