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Technology Stocks : GSLI Lumonics
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To: y3k who wrote (240)7/7/2000 8:09:32 AM
From: BMcV  Read Replies (2) of 328
 
It's hard to get too excited about a fund that owns stakes hardly bigger than I do. <p>
I think GSLI is fairly valued at current levels. If the semi market holds (which I expect) and the new memory repair machine is a big hit (they say its the best available), then there's still quite a bit of upside. 4X sales is low for semi equip stocks at cyclical peaks. ESIO peaked over 6X a while ago. Beta memory repair machines have been out for a while now and my guess is that favorable reports have been driving this stock, as much as optical hype.<p>
FO is the wild card. Granted, it's a small business, but if it grows at 3-400%, and gets an FO multiple, it will be worth a lot in a couple of years. Which means in the FO market it could be worth a lot right now! I've been seeing more and more about the metro FO market, which their components (from CC) are designed for. <p>
I don't take the excitement on Yahoo about the biotech scanner seriously. Someone there thinks GSLI should get a CRA/MLNM multiple for that business, when those companies stand to own the results of discovery, while GSLI only sells tools. The picks-and-shovels argument doesn't apply, since the number of companies doing this type of research is small and the number of machines they need quite limited. <p>
FWIW
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