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To: Elwood who wrote (257)10/24/1997 12:57:00 PM
From: Tom O'Brien  Respond to of 723
 
Only this - I can't believe that the govt's around the world are going to let a currency crisis in Asis get too far out of hand. U.S, Europe are too tangled up with these guys to let them sink - if sinking really is a possibility.

So -

1) If it's not a real crisis, it's short term for a few weeks.
2) If it is a real crisis, it's short term for a few months.

In either case, the market is grossly overreacting.

Tom



To: Elwood who wrote (257)10/26/1997 3:32:00 PM
From: vinh pham  Read Replies (1) | Respond to of 723
 
At $50/share, I am buying as many shares of ESIO as I can.
Only problem is that I am running out of money. ESIO's 2nd
quarter is ending in November. I don't think that what is happening
in Hong Kong is going to affect the results this quarter. Buy the time
ESIO announces the result, everything that happened last week
will be history..

Also many of the companies in the Far East that are buying ESIO's
products are U.S. or European based multinational companies
( Phillips, Motorola,IBM, etc... ). Unless we have total breakdown
next week the semi-equip will recover a good chunk of it.

Later

Vinh