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

To: Mark Oliver who wrote (284)	11/23/1997 10:46:00 PM
From: vinh pham	Read Replies (1) \| Respond to of 723

The Koreans are kind of screwed anyway you look at it. Because of their currency weakness you would think that they would hold up on their technology spending. Also if their currency is weak they would want to export more but in order to do that they will have to invest heavily in technology. If they stop investing, they will also risk loosing market share. I think that equipment sales will be down but not as much as people think. The Koreans will keep investing on technology just to keep up. ESIO with their unique techology in laser drilling and 9300 processing will fare better than the rest. Mean while earnings for this quarter will be good, but I would suspect that backlog will suffer. Hopefully this Asian problems will only last a couple of quarters.... Later, Vinh.