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

To: Ian@SI who wrote (24202)9/12/1998 11:20:00 AM
From: KM  Respond to of 70976
 
Thanks, Ian. <eom>



To: Ian@SI who wrote (24202)9/13/1998 3:30:00 PM
From: Gary Burton  Read Replies (2) | Respond to of 70976
 
Net Cash (net of any LTD) is now 79% of ASYT, 95% of SFAM, 77% of BRKS (although BRKS just bought a company on Fri), 63% of EGLS and 88% of MTSN. Of the group I think ASYT has the best long term future.---- Most are trading below Net Net Working Capital (ASYT is 38c above)--NNWC is Cash+AR+Inv less ALL liabilities. Goodwill, F/ A and other assets are assumed worthless for the purpose of NNWC.


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