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Zygo Anonim Ortaklık Message Board

  • wobatus wobatus Aug 6, 2007 10:12 AM Flag



    but I believe it. Wow. Zigo stock is treated like absolute dogmeat.

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    • While ZIGO was making a new 52-week low: KLAC, LRCX and VSEA were all up over $2. ASML was up 47 cents and UTEK was up 84 cents. CYMI and NVLS were also higher.
      Many of the above mentioned companies are at or near their 52-week highs. UTEK isn't but they had a string of bad quarters before finally earning a profit in the most recent Q. NVLS has been an underperformer.
      ZIGO has better fundamentals and a more diversified business model and the Book Value is currently 9.52.
      That's a solid Book Value too unlike alot of companies that iist huge amounts of goodwill as part of their assets.
      So how much lower can they beat down the price?
      Let's assume that SEMI Equipment stays weak and ZIGO has to lower guidance. Does that justify the drop? IMO, Hell no.
      The Market Makers and Shorts can literally rape a stock by preying on 1% of the holders at the expense of the other 99%.
      But this is a temporary situation as there is just too much value in this stock to remain at these levels.

      • 2 Replies to brad_company
      • I have a large number of UTEK shares purchased between $12 and $14. I agree with you that Zygo has "better fundamentals and a more diversified business model". So what I did today was sell some UTEK (into strength) and buy some Zygo. Both have considerable cash, but Zygo seems to have more products. UTEK is counting heavily on Laser Spike Annealing (LSA) and their is no promise that the semi industry will adopt it. Zafiropoulo (CEO) insists the slow move to 65nm and 45nm is the only reason for the delay of LSA. I don't know what to believe. While I agree the move to 65nm and 45nm has been slower than expected, I just feel that it gives the competitors (Flash, and RTP) time to solve their problems at the small nodes. I have done considerable research on Zygo lately and I feel that at these prices ($11.5 to $12) it offers much potential. I think a lot of bad news has been factored in. (of course, I thought that too about UTEK prior to their earnings announcement and it promptly fell $2 to $10 upon news of the announcement.) You never know what to expect. In UTEK's case, they promised and promised and just didn't deliver. I think the wild card for Zyco is the medical business. I think that business cannot help but grow. Also, I like the big increase in R&D spending. They have been able to do that and still increase earnings. The semi market is competitive, but from what I read, Zygo has a great reputation. Not only that but I understand they have considerable Intelectual Property (patents). Overall, I am a big buyer here at today's prices ($11.55), but I do understand that this is a technology company in a very competitive market and anything can happen. I figure my risk is just as great (or greater) in UTEK, so why not spread it over two companies. I think my original position in UTEK was just too great anyway. I think sometimes the prices drop so much that a lot of risk is discounted. That is what I am hoping for here in Zyco.
        As for market makers and shorts causing the price of the stock to fall, I never really understood that. I think some of the fall is others just taking a loss and moving into another beaten down company. I have done that on occasions. Perhaps Zygo will have some negative news to announce. The semi industry does seem to be experiencing a small downturn.

    • Add some shares for the long term at these prices.