FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Running Bull who wrote (1261)	7/27/1997 12:54:00 AM
From: Donald Wennerstrom	of 2754

RB, Yes, I see the decreasing volume. Still pretty good compared to the April/May time frame, but it is down. As to what is going to happen next, I really can't figure it out. There seems to be several pluses and minuses. Which ones are going to win out I can't say. A general picture of the 40 stocks I have been keeping track of since 6 June is shown below. A comparison of the closing prices for the past 7 weeks, from 6/6 to 7/25 is shown along with the present P/E as of 7/25. 6/6 07/25 CLOSE CLOSE PERCENT PE COMPANY PRICE PRICE CHANGE FY-98 Gasonics 10.88 18.00 65 24 Ontrak 28.38 46.63 64 62 Lam Research 35.25 57.00 62 55 Brooks Automation 17.50 27.88 59 27 Integrated Process Equipment 18.38 26.63 45 22 Applied Materials 62.50 90.19 44 25 Silicon Valley Group 24.50 34.81 42 20 Asyst Technologies 39.25 54.50 39 17 Novellus Systems 75.00 103.25 38 19 Mattson Technology 10.38 14.25 37 23 Fusion Systems 28.88 39.31 36 19 Speed Family 34.00 45.50 34 27 KLA Instruments 46.38 62.06 34 27 Tegal 7.13 9.38 32 12 Veeco Instruments 33.44 43.88 31 19 Pri Automation 37.25 48.50 30 34 Kulicke & Soffa Industries 31.13 39.75 28 16 Submicron Systems 2.56 3.25 27 Aseco 12.13 15.38 27 13 Etec System 41.75 52.88 27 21 FSI International 14.38 18.13 26 23 Helix Technology 39.50 49.25 25 19 Credence Systems 27.50 33.88 23 21 Micrion 16.80 20.38 21 26 Electroglas 25.56 31.00 21 27 Phototronics 43.75 53.00 21 21 Cohu 34.75 42.00 21 17 Nanometrics 6.88 8.31 21 Semitool 12.88 15.25 18 13 LTX 6.13 7.25 18 14 Ultratech Stepper 20.50 23.56 15 15 General Instrument 23.75 27.06 14 17 Teradyne 40.50 44.56 10 19 Watkins Johnson 31.38 33.56 7 15 Genus 5.63 5.75 2 36 Photon Dynamics 7.75 7.63 -2 14 CFM Technologies 30.72 29.00 -6 18 Trikon Technologies 8.25 7.50 -9 10 Integrated Measurement Systems 17.63 15.00 -15 12 MEMC Electronic Materials 37.00 29.31 -21 10 TOTALS 1048 1334 To me, the P/E value of 23 for FSI will keep it from going much further, but it may be strong enough to stay in the general vicinity of $18 until the earnings outlook is judged to be better. Don W.

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