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

To: Mark Oliver who wrote (470)	10/21/1998 1:29:00 AM
From: vinh pham	Read Replies (2) \| Respond to of 723

Micron is a good customer of ESI. GSI don't even have a product that Micron can use. The Intel/Micron deal sure helped the stock today. The strong run up of KLIC also helped since KLIC is a major vision customer for ESIO. The ramp of up RAMBUS memory will help ESIO quite a bit. The koreans who are good ESI customers are ramping up with the RAMBUS memory also. I am talking about Samsung, Hyundai, and LG. If you have already made a 100%, I would take it and run. I don't see the business climate changing much in the near term. I am only trading the stock out at 17, jump in with both feet at 15, ready to bail out in the 20-21 range. Later