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

To: Will Lyons who wrote (28516)2/22/1999 2:00:00 PM
From: Jeffrey D  Read Replies (1) | Respond to of 70976
 
Justa attends the Seminvest conference in N.Y. and reports back. Here it is from another thread. Jeff

Message 7949720



To: Will Lyons who wrote (28516)2/23/1999 9:07:00 AM
From: klaus pluszynski  Read Replies (1) | Respond to of 70976
 
Will,

P/BCS is a just starting point for me. It puts potential bargains on my radar screen. Next step is a closer look at the balance sheet (current ratio, debt/equity ... ) and the recent SEC filings.

Haven't looked at ARTI, so I can't offer an opinion here.

Klaus


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