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

To: Mason Barge who wrote (6851)	9/1/1998 7:34:00 AM
From: Stitch	Respond to of 10921

Mason, Many thanks for the post. <<I promise to beat my chest if it goes well and to beg forgiveness if it turns out badly.>> Beat away, I will dance a jig to the drum beat and toast your success.<G> And no forgiveness required for carving your own path IMO. Win or lose. I hope you are right because I fear the alternative. I think the deeper it goes the harder it will be for many people. Not a pleasant thought. Asia seems moving towards closing its borders: Message 5640252 Message 5640372 Best, Stitch

To: Mason Barge who wrote (6851)	9/1/1998 11:47:00 AM
From: Gottfried	Respond to of 10921

Mason, you said >This doesn't account for prices in the semi-equipment sector, who hardly had a bubble to burst.< My pet peeve! I wish I could clobber the next analyst who talks about the "great gains" everyone has had. We value investors have only seen our stocks become even better values. So, what is being bought today? I notice LU and KO are up again, but mercifully the internet stocks continue sinking. GM

To: Mason Barge who wrote (6851)	9/1/1998 2:35:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 10921

Mason, You use to like Electro Scientific (ESIO). Like many, they are now at what seem to be incredible lows. I just got the annual report and looking at the figures, it seems pretty sound. They are well diversified in areas that they seem to have techinical advantage as well as leading market share. I think they'll turn around and come back strongly. Last quarter, they still had earnings over 50 cents and they sell for $18. Are you buying or looking for further drops? Regards, Mark