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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (3279)	11/4/1997 12:36:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 10921

GM, I guess I should not dismiss RS so easily, since it is a criterion that both O'Neill and O'Shaughenessey ascribe to, although they use it very differently. I used to sub to IBD, but do not currently, so I forgot what goes into their industry tables. When I read last night's MF, it made me think that asset turns might be included, which is not included in Yahoo profiles. MF said: ORBOTECH LTD. (Nasdaq:ORBKF - news) , a maker of automated optical inspection systems for printed circuit boards, gained $7 3/4 to $51 after posting Q3 EPS of $0.70, topping estimates of $0.61. The company was also featured today in an Investor's Business Daily overview of the Chip Equipment Industry. Orbotech really doesn't have much exposure to the semiconductor capital equipment industry, but it now shares a similar valuation with its integrated circuit testing counterpart RELIABILITY INC. (Nasdaq:REAL - news) . Reliability was ranked just ahead of Orbotech at the #1 spot (out of 66 companies in terms of EPS and relative strength) in IBD today, and was also up $1 to $18 1/2 on no news. Though Reliability's operating margins are higher (20.95%) and its asset turns (1.42) are greater than Orbotech's (14.08% and 1.23 respectively), the two companies earnings are similarly valued. Thanks for offering to transcribe the data. Perhaps if you had a scanner, it would be worthwhile. But I would not ask you to do it manually. BTW, I believe that S&P just issued their first ever IndustryScope on the semi-equip industry. Check your local business reference librarian. This should make for a worthwhile read. SC