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

To: Fortinwit who wrote (5741)	6/7/1998 10:14:00 PM
From: Gary Burton	Read Replies (1) \| Respond to of 10921

For what it's worth, TA wise many of the semiequips look NOT to have put in their final lows yet this cycle. I think AMAT will undercut the last low (26ish?) and others will follow suit. Their are no positive divergences in the indicators yet. Still on the sidelines.

To: Fortinwit who wrote (5741)	6/8/1998 12:58:00 AM
From: Fortinwit	Read Replies (1) \| Respond to of 10921

Updated #'s For what it's worth, The Zacks 'Research Marvel' (monthly download of data on thousands of securities) uses only #'s from annual reports. I've rebuilt the spreadsheet using numbers (Book and Sales) from Yahoo (which roughly seem to correspond to info from the latest qtr). The cashflow numbers come from Baseline and were quite different than those I was using from Zacks. Min= 5 year Minimum Value F. (FWIW: I will be writing Zacks and asking for a prorated refund. Any information they provide I can get on a more timely basis elsewhere, and for free. Their service is a complete waste of $$$, IMO). TICKER P/B Min P/CF Min P/S Min Curr Price AGAI 0.54 0.4 5.80 0.27 0.20 2.63 AMAT 3.39 1.6 12.50 5.20 2.30 0.90 29.63 ASYT 1.60 1.1 9.60 7.10 1.17 0.40 16.38 ATRM 1.56 1.1 10.10 5.90 1.31 1.10 11.50 BRKS 1.05 0.7 22.80 6.30 1.29 0.80 13.56 COHU 2.12 1.3 8.50 4.00 1.38 0.50 29.50 EGLS 1.35 1.2 13.10 6.30 1.58 1.30 13.56 ETEC 3.71 1.3 18.40 6.60 3.04 0.80 37.00 FSII 1.13 0.9 26.90 6.00 1.02 0.60 11.00 GGNS 0.39 0.4 5.40 0.25 0.20 1.09 GSNX 1.76 1.2 18.00 7.10 1.12 0.70 10.25 IPEC 1.66 1 11.50 7.40 1.22 0.60 13.00 KLAC 2.04 1.6 10.60 6.60 1.82 1.20 27.63 KLIC 1.29 1.1 7.10 3.60 0.73 0.40 17.06 LRCX 1.47 0.9 14.70 3.40 0.75 0.40 22.50 MCHP 3.67 2.8 12.90 8.50 3.43 2.00 25.50 MTSN 1.36 1.2 26.20 10.70 1.11 1.00 6.31 NANO 2.57 0.2 11.90 1.30 1.86 0.10 8.63 NVLS 3.74 1.3 12.60 4.90 2.02 1.10 35.88 PRIA 2.68 1.1 15.30 9.00 1.52 1.00 17.31 RMTR 4.63 2 6.36 1.70 3.75 SFAM 1.09 1.3 11.00 7.70 1.44 0.60 20.13 SMTL 1.73 1.5 8.20 5.30 0.75 0.50 10.63 SVGI 1.00 0.8 9.30 5.80 0.82 0.50 18.25 TER 2.42 1 10.90 5.30 1.67 0.70 28.44 TGAL 0.86 0.8 6.00 0.97 0.70 3.88 UTEK 1.62 1.1 18.90 7.10 3.11 1.40 20.50 VECO 2.83 0.9 15.00 5.50 1.41 0.50 26.88

To: Fortinwit who wrote (5741)	6/8/1998 10:44:00 AM
From: HB	Respond to of 10921

The low values of P/B (near one) are correct for SFAM. Out of date databases probably don't include the impact of an offering last fall (at $52+!!!) which left them with cash in the low teens/shr. Brooks Automation (BRKS) looks in error too... their book value as of Mar. 31 (10q) was approx. $13/share (close to their current price). $6.50 of that is cash. The spreadsheet is a great idea, but I find it hard to get decent information on current book value except by looking it up in 10q's (where you should doublecheck the figures I gave above before doing anything rash!!!) Cheers, HB

To: Fortinwit who wrote (5741)	6/12/1998 6:42:00 PM
From: Fortinwit	Read Replies (1) \| Respond to of 10921

Updated P/B, P/S TER (especially), LRCX, ETEC, IPEC, NVLS look like good shorts/puts on NT strength... (I avoid shorting AMAT; don't follow VECO closely). F. TICKER P/B Min P/S Min Price PB Prem PS Prem AGAI 0.47 0.4 0.24 0.20 2.25 16.70 17.55 AMAT 3.28 1.6 2.22 0.90 28.63 104.93 146.94 ASYT 1.35 1.1 0.99 0.40 13.78 22.59 146.98 ATRM 1.07 1.1 0.90 1.10 7.88 -2.86 -18.18 BRKS 0.92 0.7 1.13 0.80 11.88 31.51 40.97 COHU 1.79 1.3 1.16 0.50 24.88 37.56 132.15 EGLS 1.25 1.2 1.46 1.30 12.50 3.75 12.20 ETEC 3.34 1.3 2.74 0.80 33.38 157.25 242.80 FSII 0.97 0.9 0.88 0.60 9.50 8.04 46.88 GGNS 0.38 0.4 0.24 0.20 1.06 -5.81 19.38 GSNX 1.44 1.2 0.92 0.70 8.44 20.40 31.73 IPEC 1.46 1 1.07 0.60 11.44 45.70 79.16 KLAC 1.84 1.6 1.64 1.20 24.94 15.28 36.81 KLIC 1.20 1.1 0.68 0.40 15.88 9.00 68.95 LRCX 1.35 0.9 0.68 0.40 20.56 49.52 70.50 MCHP 3.04 2.8 2.84 2.00 21.13 8.56 41.97 MTSN 1.22 1.2 1.00 1.00 5.66 1.80 -0.42 NANO 2.46 0.2 1.78 0.10 8.25 1131.34 1678.02 NVLS 3.26 1.3 1.76 1.10 31.25 150.66 59.87 PRIA 2.22 1.1 1.26 1.00 14.31 101.73 25.77 RMTR 4.55 2 6.25 1.70 3.69 127.62 267.65 SFAM 1.00 1.3 1.32 0.60 18.38 -23.31 119.85 SMTL 1.51 1.5 0.65 0.50 9.25 0.43 29.82 SVGI 0.90 0.8 0.74 0.50 16.44 12.34 47.22 TER 2.22 1 1.53 0.70 26.00 121.65 118.49 TGAL 0.85 0.8 0.96 0.70 3.81 6.14 36.84 UTEK 1.56 1.1 2.99 1.40 19.75 41.49 113.74 VECO 2.52 0.9 1.26 0.50 24.00 180.41 151.97 Updated 6/12/98 Min=5 yr min values (1996 in most cases) Data from Baseline&Market Guide