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Technology Stocks : General Lithography

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To: Andrew Vance who wrote (925)	3/20/1998 9:15:00 PM
From: Crossy	Read Replies (2) of 1305

Hi Andrew & all, found another supplier to LRCX, AMAT, NVLS that got hit drastically when the semi-cap-equip makers went out of favour: I'm talking about ASE-listed RFP (RF Power Tech). This company shoved in: 1) sequential earnings & revenue growth 2) Stock was chopped 2/3 in recent downturn 3) Valuation is at about PSR=1.07, implied PSR even less than 0.8 seems to me that it got hit too drastically. Company seems to be underfollowed (only 1 analyst coverage), it restructured its business lines recently and hired new management talent. But no downgrades either. I think it looks pretty good - but I don't have a clear picture. The financial ratios I like are definitely in place. Any comments appreciated.. best wishes & happy investing CROSSY

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