FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Kent Sarikaya who wrote (974)	5/27/1997 2:58:00 PM
From: Running Bull	of 2754

I think that it is amazing that the company continues to muddle along at break even despite having few large new orders. If you go back a couple of years when the industry was really hot, FSI announced many new orders often that exceeded $10 Million. The stuff they are announcing recently are compilations of several orders from multiple customers that when added up make some pretend news. The truth is that they haven't had a major order in about a year and a half. And neither has any of their competitors. This market hasn't really started to order a lot of equipment yet. A few new fabs have been announced, but they haven't equiped them yet. And there just haven't been any expansions that bought equipment yet either. When the equipment orders really start, the thing to watch is who gets the orders. The real question is whether FSI's equipment is still state of the art, or has it been supplanted by CFM, Semitool , Submicron, TEL, DNS or SVG.

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