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Technology Stocks : Stock Swap
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To: Andrew Vance who wrote (16928)1/26/2000 12:33:00 PM
From: Will Lyons   of 17305
 
Check out ASTX

Beat estimate and optimistic about future but
book to bill is only 0.94 ! IMHO the book to bill
is misleading because of the transition to just
in time so the tanking is unwarranted and presents
a buying opportunity.

Just a hypothesis that needs testing
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