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

To: Mark Oliver who wrote (282)	11/17/1997 9:45:00 AM
From: vinh pham	Read Replies (1) \| Respond to of 723

Lots of Beer and Smoke ( lots of smokers ) in Germany. My company had a exhibit at Productronica. Did stop by the ESIO booth. They had an impressive array of products. The Dynamotion machines are impressive. Doing a little research on that little acquisition, found out some of their major customers are IBM and Johnson Mathes which supply for Intel. The new 2300 is a cute little machine. It is mainly targeted for the Asian market. The only company doing any type of Chip R in Europe is Vishay. They did have a sign up showing that AISI is now part of the Vision group. So the deal must be going thru. The laser drill product line was unique at the show. I see a lot of potential for the drilling product lines. IBM announced that they are going to spend $700 on a new plant to do 12 inch (300 mm) wafer processing. This could be bullish for the semi equipment industry. The Japanese market going up 8% will also help. 9:42 AM EST: ESIO @46 +1 1/4, KLIC @30 1/4 +1 3/4 Later