Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Oliver who wrote (7178)	10/23/1998 5:37:00 PM
From: Gary Burton	Read Replies (2) \| Respond to of 10921

Just looked at the numbers for some of the cash rich/negligible debt small cap seq's. It would appear that the train is pulling out but has not left yet for only SVGI. So, naturally I bought SVGI yesterday and today. Here's how they stack up----1) Rise from Lows so far is ASYT 112%, EGLS 65%, SFAM 62%, BRKS 46%, COHU 41%, SVGI 37%-----2) P/Bk is now ASYT 1.37, EGLS 1.41, COHU 1.20, BRKS 1.01 and SVGI 0.51----3) EPSR (Price less net cash/Sept qtr annualized sales) is now ASYT at 1.47 EGLS at 1.32, SFAM at 0.70, COHU at 0.70 and SVGI at 0.37 (I deducted 13% off SVGI's June qtr sales to est Sept).------4) Price/ Net Net Working Capital is now ASYT at 1.82, COHU at 1.52, EGLS at 1.86, SFAM at 0.81 and SVGI at 0.77.----------Since all the other trains would seemed to have left, I suspect SVGI won't be far behind, not withstanding that 'everyone' seems to 'hate' them. ----In the case of some like ASYT, the train may well back up!