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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (1637)	10/26/1997 12:28:00 AM
From: Investor2	Read Replies (1) \| Respond to of 3696

Off-Topic, RE: "I value most input that he provides (just not my understanding of his philosophy on free trade and monopolies like MSFT)." Late-breaking news release on the above-referenced monopoly. techstocks.com

To: Ian@SI who wrote (1637)	10/26/1997 1:15:00 AM
From: cfimx	Read Replies (1) \| Respond to of 3696

Ian, thank you so much for your input. I appreciate the time you took to offer your knowledge of the sector. But I notice no amat. Why? And do you think the equipment companies are better investments than Intel would be?

To: Ian@SI who wrote (1637)	10/26/1997 6:46:00 AM
From: Moe	Read Replies (1) \| Respond to of 3696

Ian, Do you have an opinion of EGLS? Its test equipment is in high demand, and they handily beat the street earnings estimates. I think that the current price around 19 is a good deal. Not too long ago, it was over 30. And, that was before the good earnings announcement. Moe