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

To: Mark Oliver who wrote (262)	10/29/1997 2:07:00 PM
From: Elwood	Read Replies (1) \| Respond to of 723

Mark What do you think about the technical side of esio currently. I am a bit nervous about where this might go. What are your thoughts. E

To: Mark Oliver who wrote (262)	10/30/1997 12:21:00 AM
From: vinh pham	Read Replies (1) \| Respond to of 723

Most of fabs are already built. They can not afford to put off the installations of new 9300s or cap termination machines. As for the price pressure from the high dollars, I don't think that it will affect ESIO's main product lines because they dominate the market. Where would customers buy a 9300? The 1.3 u process is protected by a patent. Still feeling good about earnings coming up for 2n quarter of 98. Estimate is .72/share. You are right about the AISI deal. But CGNX price also fell. If I was an AISI share holder I would still go with ESIO. There is higher potential for appreciation because of the acquisition minded management. Even if AISI decided to go with CGNX, ESIO is stand to collect $3 million in penalty...I think that was mentioned in that EE Times article. Like you I ran out of cash. My last batch was at $50. I will not go into margin..learned that lesson last July. I saw an $85,000 wiped out in about a month. Later Vinh