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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Wally Mastroly who wrote (9674)	11/5/1999 5:53:00 AM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 15132

Wally: Re: "“The continued erosion of the book-to-bill from a high of 1.3 in March and April to a 1.08 in September illustrates how 1999 may be a false start to a sustained recovery." Hello, since when has there been a sustained recovery in this sector? I guess it depends on what you mean by "sustained." He is right about the small companies. Only those with near monopoly market share in their niche have done well. See, ASYT, PRIA and CYMI. Ka-Ching. The laggards like SFAM, FSII, UTEK and SVGI, for example, are more dependent upon capacity purchases at this point. Some might also see an overflow benefit if the big boys cannot meet the demand for new equipment.