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

To: Mark Oliver who wrote (5814)	6/12/1998 2:07:00 PM
From: Scott Brooks	Respond to of 10921

IMO, ASMLF is not getting beat hard enough yet.

To: Mark Oliver who wrote (5814)	6/12/1998 2:44:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Mark, You're following a much larger list than I currently. I think best bargains can be found in Lam, Mattson and SiliconValley Group today. MTSN: PSR is 0.92 but with its $33.5M cash and no debt the Enterprise Value / Sales ratio is only 0.53. Once the selling is over, I'd expect it to pop back up toward $7 more than a 35% gain. SVGI has better numbers: PSR is 0.76, ESR is 0.53; P/Bk is 0.9; I would expect it to pop up by about $2 once buyers return. (But that's not even 20%). LRCX is similarly undervalued with a PSR=0.71, ESR=0.70(its cash is slightly larger than its debt) and a P/Bk of 1.3 which is significantly below the average low of 1.9 for the last 5 years. I believe that each of these will substantially outperform the various indices for the long term holders; and that each will give a short term pop well prior to any indication of the sector taking off again. FWIW, Ian.