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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 (4484)	1/17/1998 5:31:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Mark, No, I haven't followed ESIO for some time. I discarded it without sufficient analysis when it was trading near $16. It seemed to be a one product company in a business that I couldn't see growing. Obviously, I was wrong. Part of what I missed was the way their laser repair system could be used by the chipmakers in debugging new chip designs significantly reducing the cost and time to come up with working chips. [Sort of like Superzap for an Assembler programmer] Perhaps, I'll take another look. Ian.