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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST

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To: Will Lyons who wrote (6577)8/10/1998 8:12:00 PM
From: spiny norman  Read Replies (1) of 10921
 
Will, A few more for the list. The cash numbers are from yahoo, but
in cases where I know or recall from more recent news, I've added my
calculations in parens. Yahoo seems to take a while to update their
figures in the tables. In some cases (ASYT & MTSN) they have acquired
companies that likely will change the figures somewhat.

SFAM 11.10 (9.00) WC is 210 on 16 mm shares (13.00)
ASYT 6.86 did a 24mm acquisition recently
SVGI 5.44 (4.75)
TGAL 2.43 (2.20)
COHU 5.91
CYMI 3.35
MTSN 2.80 did A recent acquisition (stock)
FSII 3.89
UTEK 7.62
LRCX 9.16
ADEX 6.00??? (a guess - too lazy to look more)
(ADEX also had an acquisition)
KLIC 3.00???
ESIO 3.00???

With the exceptions of ASYT (.19 before extraordinary item of .07) and
CYMI (.06), COHU (.53), ESIO (.50?) these all lost money last quarter.

Caveat emptor.

regards
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