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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (3691)	12/10/1997 2:01:00 PM
From: Scott Maxwell	Respond to of 10921

I still follow ESIO and it's one of my core holdings. Their major source of income is sales of DRAM correction tools, so they're being buffeted by fears that Samsung etc. will be forced to reduce purchases. It's certainly a possibility -- some order cancellations would kill the stock. I wouldn't think of it as anything but a long-term story (wouldn't dabble in options speculating on earnings) because of this sensitivity to short-term bad news. Any such spill would be a great opportunity to buy, though.