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Technology Stocks : Electro Scientific??? -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (426)	9/8/1998 9:46:00 AM
From: vinh pham	Read Replies (4) \| Respond to of 723

Earning is coming out in the next weeek or so. Everyone is nervous. I suspect ESIO is like any other semi equip companies. Sales will be down 15 - 20 %, that will put it in the range of 42 - 46 millions. They will still make money. I agree with you, book value does not mean anything anymore. I am currently tracking companies that are trading near or below cash + receivable + inventory - payable (CRIP) I am looking at IMSC - trading @ $6.00 ( below CRIP, almost $5 in cash and receivables ). Also looking at BRKS trading at $8.25. Got almost $6 in cash alone. Back to ESIO, that March 20 calls looks good, I will take a serious look at picking up some of that. Where is a good site to track options? Vinh