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

To: FJB who wrote (6206)	7/6/1998 10:36:00 PM
From: michael c. dodge	Respond to of 10921

Well, ESIO missed earnings by a mile tonite. Consensus was $.65---actual was $.54. Range was $.62--$.69, mean was $.65, for 4th qtr. FY '98. They make and sell mostly yield-enhancement equipment, and have a diversified line of products. This is a well-managed company, with a solid balance sheet and no debt. Really a fine company. Finally going to get a chance to buy it......tomorrow. mcd

To: FJB who wrote (6206)	7/6/1998 11:16:00 PM
From: James Calladine	Read Replies (1) \| Respond to of 10921

Robert: I don't think you are confused! If you think that Yahoo is worth the same as AMAT, then just go out and buy a lot of Yahoo shares! Yahoo has something to offer--and maybe they will use their inflated share price to acquire some massive Internet content company or whatever, but speaking for myself, Yahoo in insanely too expensive for me right now and I am waiting for a cheaper price on AMAT! Best wishes, Jim

To: FJB who wrote (6206)	7/7/1998 12:11:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

I don't understand it either. Why would people get so excited over a chocolate-flavored soft drink?

To: FJB who wrote (6206)	7/7/1998 1:34:00 AM
From: Kirk ©	Respond to of 10921

Yahoo($87M in sales) is about one good trading day away from passing AMAT($4.8B in sales) in market cap! I am very confused. Yeah, can you imagine how those that shorted Yahoo a few days ago must feel? Right, but broke! Glad I stay on the sidelines and refuse to play the game of fools. Wanna buy some tulips? Greater fool article here: suite101.com regards Kirk out

To: FJB who wrote (6206)	7/7/1998 5:30:00 PM
From: Mason Barge	Read Replies (3) \| Respond to of 10921

This is a good time to buy. The sector is getting jittery to the upside. We're looking for a stampede here and these spikes are indicative of a breakout on the upside. Nobody wants to be left out of a rally that will be in the 100+% category. Three or four stronger issues spiked up in the last hour of closing -- AMAT, ASM, NVLS. Of course, any rally could be ultimately abortive, but I'm looking for some upside action in the next few weeks. This reminds me of the commercials where there is one Rice Krispies bar left, everyone wants it but nobody wants to make the first move.