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Strategies & Market Trends : Value Investing

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To: Daniel Chisholm who wrote (5022)	9/18/1998 10:20:00 PM
From: Shane M	Read Replies (1) of 78497

Thread, Thought I'd mention this. I was running a net-net screen and a few bigger companies are starting to appear. Some of these are: Silicon Valley Group (SVGI) semi-equips $10 3/8 Speedfam (SFAM) semi-equip $13 3/4 Oak Technology (OAKT) semiconductors $3 Sequent Computer (SQNT) computer hardware $7 1/2 Kinross Gold (KGC) gold and silver $2 Carmax (KMX) retail (used cars) $6.50 In Focus (INFS) computer peripherals $4 1/2 Brooks Automation (BRKS) semi-equip $9 (Warning; The information in the database I use is somewhat dated - including price information. Sometimes it is outright wrong. Verify for you own use.) The market caps on these range from $90 million to $330 million. This is a totally different breed of net-net than the microcap that has been showing up until now. USU is also showing up as a net-net with net curr assets less liabilities of around $19/share. But I am unable to find a recent balance sheet to confirm. Jim, can you cofirm or deny this? The 3-3-98 balance sheet shown in the database has $2.9 billion of current assets and $1 billion of total liabilities on the 100M shares. The number of semiconductor companies showing up is leading me to examine the semi-equip sector again in light of the somewhat more upbeat recent view of PC demand. The "Semi-Equips: Buy when blood is running in the street" has some posters who are on top of the industry and have a value slant on things. Shane

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