Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 154.74

-0.8%

Dec 1 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Ian@SI who wrote (3793)	12/13/1997 7:41:00 AM
From: Justa Werkenstiff	Read Replies (1) of 10921

Ian: You may want to add SFAM to your list. Your site is not open as I write but at a Friday close of $19.875 and a book value after the most recent secondary this fall of $16.68 per share (nice timing -- at $50 some odd bucks per share), you have got a P/B of 1.19 for a leading edge company primed to expand along the lines of .25um and below growth with its CMP product (LTG=30%). Company to report earnings on December 17th. I see CY '98 at around $2.00 plus per share. Trading at less than 10x forward EPS. Market Cap of 322m as of close of Friday/ 1997 revenue of $173.4 gives it a P/S of 1.86. Thank you Mr. Market.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next