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: Justa Werkenstiff who wrote (5005)	5/6/1999 10:52:00 PM
From: Kirk ©	Read Replies (1) of 15132

Justa, Is this per share stuff true? Price $12 7/16 Book=$17.72 Cash = $6.69 Sales = $7.35 ttm Lam is sold out for many months so there could be a good uptick in sales for SFAM. Also, Lrcx has twice the price/sales. Price to book is a steal. Their burn rate (-$0.74 per yr) would last several years to get the book down to the price. Just on a simple look, this look like a real bargain. Sure it is not another UTEK? 8) Do you think the conference and limited audience is their way of trying to "reward" analysts that have been nice to them? You still have a stong buy on it? 8) Kirk

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