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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Phantom Dialer who wrote (20063)6/9/1998 10:16:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 70976
 
...what do you think about SVGI--anyone?

At 18 1/8, SVGI is selling at Book Value, at .84 times sales, at .6 times the Enterprise Value (it has 167M net cash/equivalents). Might it go lower? Sure. Will it stay at this price for long? Not if history repeats.



To: Phantom Dialer who wrote (20063)6/10/1998 1:28:00 PM
From: John Chen  Respond to of 70976
 
Phantom,re:"Asia positive??". Sales up 29.6% PROFIT(0?,NOT REPORTED!).
Love those emerging market.