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

To: Thomas C. Donald who wrote (113)	5/28/1998 4:00:00 PM
From: Grommit	Read Replies (2) \| Respond to of 167

Ha Ha Ha!! I like that. It's the water. Yep the HMAR followers are drinking it too. I bought some more HMAR today. I just talked to Fran also. She blames it on Asia. Said they have no visibility to share with me or with analysts. GSCN and competitors are seeing trouble ahead. Slowdown especially with memory repair lasers. Capital freezes at customers. No comment on EPS estimates except that the recent analyst projections are no good. 21% of business is Asia. Would not tell me present backlog. Legal update - ROBV - (a) view lawsuit results any day now. (b) tort interference jury trial starts June 1 (2 - 3 week trial) She could not explain the impact of a negative ruling. Says no damages are being sought. I still find that hard to believe. ESIO - GSCN has design work arounds, if they need them. I always ask her why in the heck not use them, and she never knows. She does not know the cost implications or performance implication of the redesign if it is required. ... Do not get me wrong, I appreciate Fran's comments and help. She seems honest and quite intelligent but she seems uninformed on a a few issues. I have not tried to get beyond her to ask, haven't quite had the energy. .... PS - one more thought. GSCN says that the analysts projections of $1.45 for this year are no good. HMAR says that they are comfortable with the analysts projections of $2.20. Stock prices similar. You bought the wrong one! :o)