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To: Joseph Beltran who wrote (419)8/18/1998 10:52:00 PM
From: Gary BurtonRead Replies (1) of 903
 
Joseph--didn't SFAM say in its last eps report that they expected their cash level to drop significantly over the next year. It dropped sig in the June qtr and the Sept qtr will be worse. It is also trading at a much higher EPSR than BRKS and other cash rich companies (price,less cash/qtrly annualized sales).
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