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

To: Will Lyons who wrote (6577)	8/10/1998 3:26:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 10921

How about EGLS? I believe it's cash is ~$6/sh. Most cos. with a low price/book are getting killed in terms of competition, and hence the low valuations. But EGLS is a leader in the wafer probing equipment arena. BK

To: Will Lyons who wrote (6577)	8/10/1998 8:12:00 PM
From: spiny norman	Read Replies (1) \| Respond to of 10921

Will, A few more for the list. The cash numbers are from yahoo, but in cases where I know or recall from more recent news, I've added my calculations in parens. Yahoo seems to take a while to update their figures in the tables. In some cases (ASYT & MTSN) they have acquired companies that likely will change the figures somewhat. SFAM 11.10 (9.00) WC is 210 on 16 mm shares (13.00) ASYT 6.86 did a 24mm acquisition recently SVGI 5.44 (4.75) TGAL 2.43 (2.20) COHU 5.91 CYMI 3.35 MTSN 2.80 did A recent acquisition (stock) FSII 3.89 UTEK 7.62 LRCX 9.16 ADEX 6.00??? (a guess - too lazy to look more) (ADEX also had an acquisition) KLIC 3.00??? ESIO 3.00??? With the exceptions of ASYT (.19 before extraordinary item of .07) and CYMI (.06), COHU (.53), ESIO (.50?) these all lost money last quarter. Caveat emptor. regards