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.

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

To: klaus pluszynski who wrote (28513)	2/22/1999 12:49:00 PM
From: Will Lyons	Read Replies (2) \| Respond to of 70976

ARTI P/BCS=2/3 What about current assets/current liabilities? Also a high cash position may be countered by debt or contingent liabilities comminets?

To: klaus pluszynski who wrote (28513)	2/23/1999 8:50:00 PM
From: EACarl	Read Replies (1) \| Respond to of 70976

Klaus, if I may contribute to the theme of your post...... I am not too thrilled about LTXX or SVGI, but I think that KLIC is a winner. If I use your simple calculation I also find that LRCX and ASYT are MTSN are very close to 1, while EGLS, COHU, and SFAM are significantly below 1. Of these I would choose COHU and SFAM and MTSN as the having the best prospects based on current price. Also your calculation will make the "back-end" companies within the sector look cheaper, since they typically sell for less of a price to sales (these would include EGLS, COHU, KLIC) Good luck! Eric.