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

To: Cary Salsberg who wrote (3461)	11/13/1997 4:54:00 PM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

Cary, You're too modest. CYMI has $12 Book almost 1/2 of which is Cash or Short term investments. For a rapidly growing high tech with a near monopoly position to sell for less than 1.5*Book might be viewed as a value play by some. SVGI, which I agree has outstanding prospects, has to wrest market share away from larger, well established competitors. I believe they'll do it but it's far from a fait accompli. UTEK: what can I say? I can't put all my Semi Equipment sector allotment there? ;-) Ian.