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Technology Stocks : Asyst Technologies (ASYT) Good Value/Where is the Bottom?
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To: Jack Kunkle who wrote (1116)10/5/1998 11:26:00 AM
From: HB  Read Replies (1) of 2313
 
Another quick once-over of their 10q verifies these figures
(over $7/sh cash, about $11 book, no debt). It's not a
complete no-brainer because they will probably lose money
for another year or so.... but that is arguably factored into
this price after the recent announcement.

Do you have reason to think operating cash flow will remain positive while the co. is losing money? (I think we should include one-time charges, suitably spread over time, as an operating negative here, but am not real sophisticated about cash flow accounting.)
As with any of these companies, we have to worry about what happens
to book and cash, now that we're buying on that basis.

I have now "doubled up", i.e. now have a second third (I try to do thirds in $, not share quantity). Could be a rough year for this stock though, if (as is reasonably likely, in my view), we get a
continuing global recession, and bear market in
the US.

Cheers,

HB
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