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

To: Ian@SI who wrote (3793)	12/13/1997 7:41:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 10921

Ian: You may want to add SFAM to your list. Your site is not open as I write but at a Friday close of $19.875 and a book value after the most recent secondary this fall of $16.68 per share (nice timing -- at $50 some odd bucks per share), you have got a P/B of 1.19 for a leading edge company primed to expand along the lines of .25um and below growth with its CMP product (LTG=30%). Company to report earnings on December 17th. I see CY '98 at around $2.00 plus per share. Trading at less than 10x forward EPS. Market Cap of 322m as of close of Friday/ 1997 revenue of $173.4 gives it a P/S of 1.86. Thank you Mr. Market.

To: Ian@SI who wrote (3793)	12/15/1997 1:22:00 AM
From: Shane M	Respond to of 10921

Ian, Re: NVLS on your table For NVLS: From the most recent 10Q (Sept) it looks like Book is $7.92 versus the $7.55 shown. This pushes price/book down to @3.9 I'm using $279,368 shareholder equity and avg shares for most recent quarter of 35,276. Shane