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Technology Stocks : General Lithography -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (929)	3/21/1998 1:14:00 AM
From: David Rosenthal	Read Replies (2) \| Respond to of 1305

Crossy, Aseco (ASEC) is another microcap semi-equip that looks cheap. They produce surface mount test equipment and wafer sorting and inspection equipment. They acquired a money losing company last year and have been slowly moving it towards break-even. Their wafer sorter is in beta at IBM (I think) and the beta is supposed to be going well. They pre-announced a couple of weeks ago that current quarter is broken. Before the announcement (in January) they said that sales were fine and most Asian exposure was from Taiwan and holding up. Something changed drastically. They were selling at a PSR somewhere between .6 and .7 before the pre-announcement and now are selling under .5 (though pre-announcement implies that sales are currently slowing). Disclaimer: I own this stock. Since you have been looking for value I thought you might be interested. Dave

To: Crossy who wrote (929)	3/23/1998 1:04:00 AM
From: Andrew Vance	Read Replies (1) \| Respond to of 1305

Be careful with this one and look very closely as to how it is faring against AEIS. AEIS is a local company that seems to be doing real great in supplying these guys and I beleive they have an edge over RFP in certain situations. I have backed AEIS with investment dollars so I do have a natural bias. Anyway, as part of the process you use to decide if you will invest in RFP, please make sure you feel comfortable with it relative to the information you find on AEIS. Andrew