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

To: Proud_Infidel who wrote (24278)	9/15/1998 6:52:00 AM
From: Gary Burton	Read Replies (2) \| Respond to of 70976

Brian- re CYMI et al --I agree re LRCX/ SFAM but ASYT dominates its niche in automation and is widely regarded as a survivor and mkt leader in its area during the next upturn. Yet one can now buy ASYT at 25c above Net Net Working Capital (cash+a/r +inv less ALL liabilities) , 2/3rds of book and Net Cash (cash less all LTD) represents 79% of the stock price. In contrast CYMI at $8.75 has a book of 4, virtually no NET cash and a qtrly annualized PSR about 5 times ASYT's (once one nets out the net cash from the stock price). I realize the hype on CYMI but to me it is still Relatively overvalued in today's market. maybe at 6.00?