FSII - The Worst is Over? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : FSII - The Worst is Over?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (1271)	8/3/1997 3:06:00 PM
From: Joe Dancy	of 2754

Don - As usual great stuff, thanks for the numbers. I think the week to week price fluctuations of this sector are inversely correlated with the ambient ozone concentration in the Los Angeles basin. In all seriousness, with regard to your comments on Tegal I bought into it several years ago when Merrill was pushing the stock (they aren't now). Tegal just announced the latest earnings last week and they were not good, and forward looking revenues were not projected to be that good either. I've been on vacation so have not read the details, but be careful here. On the other hand the company has good equipment and reputation, some larger players are looking to aquire etching companies, and the book value will probably support the current stock price. On other hand, if I had to do it over again I would pass on this company in favor of FSII, UTEK, SFLX, and DY. Having said all this, someone will probably offer to buy the company at double the current market value next week. Best - Joe

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next