FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1263)	7/27/1997 11:46:00 PM
From: Running Bull	of 2754

Don I own both stocks and I can't offer any rational explanation as to why they are valued so differently. Except to note that Semitool is located in the sticks, and is a lot smaller company, although not by an order of magnitude. Semitool doesn't seem to do much to promote their performance ( if you think FSI is silent,you should own the "tool"). I think that in the areas that the two companies compete, Semitool may have the better approach. They have done a good job of continually evolving their tools while FSI just keeps strumming the same tune. What FSI does have that Semitool doesn't is the Polaris set of tools. The resist processing area is about $1.5 Billion in market size and FSI has gained share over the last several years. In fact, this product is responsible for much of the growth of the company. While the cleaning area is similarly large at about $1.5 B, FSI's share in the resist processing is larger. Incidently, FSI and Semitool's revenues in the cleaning area are about the same. FSI has more cash on hand and perhaps the market values them as a better takeover candidate.

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