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Technology Stocks : Rudolph Technologies Inc-(RTEC) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (95)	11/13/2008 9:39:19 PM
From: robert b furman	Respond to of 106

Hi Eric and Cary, Good to see both of you here. I'm in this dog for 5000 shares (paid just under 16 for it in a different era. This stock reminds me of Asyt in 98 or sbse in 2003. It just went down - pissed me off I hung with it and then finally smelled the roses and averaged down. Both recovered and the average down helped me get into profits much earlier than just being numb dumb and po'd. I do like the webcasts - but management really sold off stock before the fall. It is deserving of a second look - if they actually do accomplish sequential growth. These guys are newbies compared to competitors. They have relationships with the brokerage houses and get preferential treatment. They know how to do the Press realeases and get buddy buddy with the sell side - to create fees. That is a bit scary. Of course I'm once bit twice shy on this one. Bob I do believe it is a steal at these levels. I have been adding to Aehr in leau of this one however. Bob

To: Cary Salsberg who wrote (95)	11/14/2008 12:06:37 AM
From: EACarl	Read Replies (1) \| Respond to of 106

Cary, Your statement implies that you only favor the largest few companies in the sector. Is that a fair statement? I've watched 3 or 4 cycles now, and each time it's the small cap stocks that get super beat up that provide the greatest percentage returns. (I think it was MTSN and KLIC from the 2002 lows that were the star performers) Speaking from a value perspective, KLAC price to net tangible equity = 3.88. RTEC price to net tangible equity = .46. The market is giving KLAC a 743% premium on that value ratio. Actually, RTEC wins hands down on any "value" ratio. At this point, I'm purely looking for value (with good percentage return potential). It's not often one can buy good companies with great balance sheets for about half of net working capital (RTEC = $5.73). Yes, I know that will decline over the coming "Q"'s, but that's true for most of these stocks. Yes, KLAC can spend more on R & D, but that's never prevented well run smaller players from getting their proportionate piece of the pie. Always appreciate your contributions.