SI
SI
discoversearch

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 : Speedfam [SFAM] Lovers Unite !
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: HoodBuilder who wrote (2695)2/6/1998 9:34:00 PM
From: Dennis G.  Read Replies (3) of 3736
 
Interesting. What if they don't kill it Monday? Do you not already
own some SFAM? Will you sell until it gets to 19?

I just did a quick check on price to book comparison in the sector
(not all inclusive) using Marketguide data as of 1/30/98. As of the
close today, SFAM is still sixth on this list, but they had the
highest book value. Their situation is about the same as SVGI, with
similar cash levels and book values.

Assuming SFAM gets whacked below 23 on Monday, it will be at the top
of the list. Since it's too late to do anything about it, seems like
I'd be better off holding my SFAM and shorting some of the others at
the bottom of the list. Are you betting against any of the others?
Do you see AMAT and NVLS going down to 8 for instance? Any comments
appreciated.

Book Price P/B
BRKS 13.30 17.00 1.28
LTXX 3.85 5.13 1.33
SVGI 18.00 24.75 1.38
FSII 10.00 13.75 1.38
ADEX 12.30 18.00 1.46
SFAM 18.30 27.00 1.48
LRCX 17.10 25.38 1.48
CFMT 11.40 17.88 1.57
EGLS 10.00 16.19 1.62
MTSN 4.80 7.88 1.64
UTEK 12.56 22.88 1.82
IPEC 8.20 15.25 1.86
KLIC 12.60 24.19 1.92
GSNX 5.70 12.81 2.25
SMTL 5.93 13.44 2.27
DPMI 15.00 37.38 2.49
CMOS 8.90 27.50 3.09
KLAC 12.90 41.81 3.24
VECO 8.90 29.50 3.31
COHU 12.20 45.25 3.71
TER 10.90 42.50 3.90
PRIA 8.00 32.75 4.09
ASYT 6.30 27.38 4.35
AMAT 8.10 36.00 4.44
NVLS 8.30 39.75 4.79
ETEC 9.60 47.13 4.91
CYMI 4.10 20.19 4.92
HELX 3.30 22.25 6.74

Dennis
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News