Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: Andrew Vance who wrote (807)	3/1/1998 12:04:00 PM
From: Volsi Mimir	Respond to of 1305

Spectra Physics web site splasers.com. made a mistake reading my notes and I'll find SPIE from their site eddyb

To: Andrew Vance who wrote (807)	3/1/1998 12:19:00 PM
From: ET	Read Replies (1) \| Respond to of 1305

*off subject*..andrew ,any thoughts about Veeco Instruments [veco]....thanks.........

To: Andrew Vance who wrote (807)	3/2/1998 7:12:00 PM
From: Mason Barge	Respond to of 1305

Anyone interested in FPD plays should check out Orbotech (ORBKF), an Israeli company with hot new AOI systems for FPD/LCR. A lot of PCB inspection equipment, and I don't know if there's much future growth there, but they may be an excellent growth possibility for FPD inspection. I did a slightly longer post on Orbo about a week ago on the Semi board, when I bought in, or check for yourself. orbotech.com Great pattern of past earnings and sales growth, and management seems to know how to make money. Like most in the sector, it's had a good run up, but the PE seems pretty reasonable at about 16 or 17 trailing (this is from memory so excuse the approximations) and consensus estimates of 25-28% growth in 98, even with recent downgrades.