The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (3888)	3/15/1999 7:30:00 PM
From: Justa Werkenstiff	Read Replies (3) of 15132

ASYT: Like this stock and it is coming back to extremely reasonable valuations. It is a good buy here at $18. Get it cheaper and you are the man. BV $9.35 with $3.59 in cash. I like the institutional ownership at 66.47%. It has a monopoly in its area of expertise which is crucial to semiconductor production in the future. Moreover, I spoke to Mihir Parikh, President, at SEMInvest personally. He has a "many fab" project from a major semiconductor manufacturer in the south western United States which could be awarded this month. Don't pile into this one thinking you have the inside dope. Rumor has been around. But I pinned him down man-to-man on this one. He would not answer the question in the open presentation but I hounded him to near tears until he finally gave me confirmation when I spoke to him personally. Whether it is March or April or whatever, I like the prospects and I would snatch up any shares for a ride to at least $30 over the next 12 months.

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