Semitool Message Board - Msg: 1063299

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Technology Stocks : Semitool

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To: Dick Roy who wrote (50)	3/25/1997 6:14:00 PM
From: Douglas V. Fant	of 75

Dick, Agreed- Semitool undervalued now, but will see no significant motion barring an unexpected upgrade of SMTL ,or series of upgrades generally to equipment stocks. Just have to wait for the 2d quarter earnings in late April... I was glad to see though, paging through various equipment stocks pricing and trading action today, that upticks outnumbered downticks pretty consistently. This looks like a bottom.... MASK just upgraded its North American facility, and is upgrading its European facility to compete with its two major competitors high end products- time will tell.... But in the meantime revenues growing at 16% annually. It had a problem with one of its parts suppliers this quarter which may impact revenue a bit, but it was a temporary blip.... Sincerely, Doug F.

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