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

To: Herschel Rubin who wrote (6343)	7/22/1998 9:49:00 AM
From: Katherine Derbyshire	Respond to of 10921

I'm less familiar with Cerprobe than I am with EGLS, which probably explains part of the difference: EGLS has a better PR/investor relations effort. EGLS has also been making acquisitions and diversifying lately, which may both explain some of the losses and give them a compelling story for Wall Street. Without knowing more about Cerprobe, I can't say for sure, but it sounds like you may have found exactly the kind of value play that my original note suggested. Katherine