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

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

LRCX 142.16

+1.8%

1:42 PM EST

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To: still learning who wrote (6436)	7/30/1998 10:33:00 PM
From: Gary Burton	Read Replies (2) of 10921

NNWC is a term used by analysts to ferret out those stocks that are so far down that their fixed assets and other long term assets are valued at zero. BRKS is the only semiequip that I have found that is now below this mark, suggesting that the selling has been way overdone. Mark it up 45% or so and it's only back to where the other depressed small cap seq's already are, at least from a bs standpoint. Notwithstanding all the negatives, it only lost 7c in the June qtr. In my view it is absurdly mispriced, even for a junior.

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