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To: Todd D. Wiener who wrote (844)	2/11/1998 11:42:00 PM
From: Ron Kline	Read Replies (1) \| Respond to of 886

Todd, Thanks for your analysis on the semi-equipment stocks short term. I happen to believe that if the market stays up like it has these stocks will hold and not go down very much, and may even go up more. We have to remember that many stocks have been already discounted and that is why AMAT didn't go down a tad after the facts were out. If the market does turn down again then these stocks will consolidate. I'm betting that the market holds and there will not be nearly the ups and downs we've seen in the last months. Of course guessing the market is probably impossible and only time will tell what exactly happens. Do you see SMTC meeting, or beating estimates this quarter? Do you see them giving warnings for the second quarter? Ron

To: Todd D. Wiener who wrote (844)	2/12/1998 9:01:00 PM
From: Jeff Bond	Read Replies (1) \| Respond to of 886

Todd, LOL because I think I lost my head for a moment back there :o) >>What makes you think that sales are future growth? Sales and earnings are both present growth. Only forecasters can indicate future growth<< HAHA, see I told you I had lost my head (actually my 8 year old son wrote it while I was sleeping, yeah that's it) I do not use cornerstone strategy by O'shaughnessey which I agree has been structured to the large caps (or larger :o) PSR was aready out of sight compared to the method in his book I was reading in August when I first bought in. I'm SURE glad I put the book down, and decided to discover the SI SMTC thread instead :o) I posted Michael Murphy's Growth Flow formula here, I like it, and I am have not lost my head when I say that. R&D is critical to future growth, in fact I prefer companies that funnel money back into R&D instead of pacifying stock holders with wasted dividends. So much for any immediate intentions to become a dividend investor :o) >>I don't think a P/S comparison to an industry is useful, unless most of the companies have similar profit margin<< The pupil humbly bows his head, looks to his teacher, and asks "Sensei, can you please for sake of clarification enlighten me in this matter?" WOW, I think I don't know what I thought I know, and I think I don't even know about what I should know. Oops, there goes my head again :o) Regards, JB