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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (2769)	3/10/1998 9:37:00 PM
From: LK2	Read Replies (1) \| Respond to of 9256

Stitch, do you have any general or specific reasons for holding BSC and FAMCK (other than a desire to make money)? Just curious why you picked those two stocks. Larry

To: Stitch who wrote (2769)	3/11/1998 2:47:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

Stitch, This isn't a storage stock, but I believe Electro Scientific (ESIO) is a good company with a lot of potential. They have major share of 4 good markets. They have made some very smart acqusitions and their PE is very low with great growth potential. Of course, the Asian Flu puts so many great companies in a questionable light, but I belive this is one worth looking into. Regards, Mark PS Has Mohan turned bullish on MEMC, which I assume is the wafer company traded under the symbol WFR?