Technology Stocks : Electro Scientific???


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To: Mark Oliver who wrote (709)8/4/2000 12:45:27 AM
From: BMcV of 723
 
Mark, I don't believe the patent issue makes any difference, though it might boost GSLI a bit tomorrow. ESIO just followed the pattern of all the semi-equips. Even AMAT was down 10% most of the day today.

You're brave to be buying calls in this market environment. Even if the market hasn't turned (for semiconductors), share prices may not recover until the outlook has cleared. I'm betting that six months out, the semi-equipment stocks will be strong--next month, not so sure...FWIW
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