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To: Mark Oliver who wrote (412)	7/9/1998 12:59:00 AM
From: vinh pham	Respond to of 723

I agree that the estimate is low. Even though projection of sales is to be 10% lower, gross margin will get back to around 53%. Also remember that some capital was used in the expansion in Portland where they have added manufacturing space for the drilling machine and the purchase and renovation of the 3rd building. Do you know if those expenditures showed up in the just announced report? Base on the result of their previous cost cutting effort in the past, I have every confidence that they will trim cost and generate decent earning for 1st quarter 99 ( June - Aug '98 quarter ). I would expect earnings in the mid to high 40 cents per share. Bought 300 shares at 29 on Tuesday. Ready to unload around 32... Later Vinh

To: Mark Oliver who wrote (412)	7/9/1998 1:18:00 AM
From: vinh pham	Read Replies (1) \| Respond to of 723

Check out this report on high speed DRAM sales from LG Message 5116259

To: Mark Oliver who wrote (412)	7/12/1998 5:49:00 PM
From: vinh pham	Read Replies (1) \| Respond to of 723

ESTIMATE REVISIONS: ESIO: BLACK & CO. made new estimate for quarter ending 02/99 of $0.54 on 07/07/98 ESIO: BLACK & CO. made new estimate for quarter ending 05/99 of $0.63 on 07/07/98 ESIO: BLACK & CO. made new estimate for quarter ending 08/98 of $0.32 on 07/07/98 ESIO: BLACK & CO. made new estimate for quarter ending 11/98 of $0.38 on 07/07/98 ESIO: NATNBK MONT.SEC has reiterated estimate for fiscal year ending 05/99 of $3.00 on 07/08/98 On that last estimate of $3.00 for year ending 5/99...where are they getting that number from? Vinh