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

To: Joe Dancy who wrote (5311)	5/6/1998 5:47:00 PM
From: Kirk Winkler	Read Replies (2) \| Respond to of 10921

Ok, everyone, sorry if I'm interrupting anything, but I've got to get an opinion on AGAI (AG Associates), a small RTP supplier. I say forget AMAT, LRCX, NVLS and even IPEC, SFAM and CYMI. They are all good companies, even excellent companies, but they are fully valued. But what about little-ol' AGAI? I used to work in Semi-equip, and know this industry fairly well. I have long been looking at buying opportunities in this industry, which I think is wonderful (fat margins and tremendous growth, coupled with periodic buying opportunities [the industry cycles] you can't beat it). Right now, I think AGAI is the most undervalued of the group (less real losers like SUBM and TRKN). It's trading at less than 1/2 sales and 2/3 book value; has a strong balance sheet with virtually no debt; strong, production proven products; significant market share; and management has a vested interest in the performance of the company. Why is no one pounding the table on this one?