Rudolph Technologies Inc-(RTEC) Message Board

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Technology Stocks : Rudolph Technologies Inc-(RTEC)

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To: Cary Salsberg who wrote (95)	11/14/2008 12:06:37 AM
From: EACarl	Read Replies (1) of 106

Cary, Your statement implies that you only favor the largest few companies in the sector. Is that a fair statement? I've watched 3 or 4 cycles now, and each time it's the small cap stocks that get super beat up that provide the greatest percentage returns. (I think it was MTSN and KLIC from the 2002 lows that were the star performers) Speaking from a value perspective, KLAC price to net tangible equity = 3.88. RTEC price to net tangible equity = .46. The market is giving KLAC a 743% premium on that value ratio. Actually, RTEC wins hands down on any "value" ratio. At this point, I'm purely looking for value (with good percentage return potential). It's not often one can buy good companies with great balance sheets for about half of net working capital (RTEC = $5.73). Yes, I know that will decline over the coming "Q"'s, but that's true for most of these stocks. Yes, KLAC can spend more on R & D, but that's never prevented well run smaller players from getting their proportionate piece of the pie. Always appreciate your contributions.

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