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 (1287)	8/5/1997 12:31:00 AM
From: Donald Wennerstrom	of 2754

RB, Your message got me to thinking about the gains of the semi-equip stocks over the past year. So I went back 60 weeks, to the closing stock prices of 21 June 1996 and compared to the closing prices of today, 4 August 1997. I bought FSII in early June of last year. The following is a list of the stocks sorted by descending order of 60 week percentage gain. I have also shown the FY-98 PE to see if there is some correlation. 60 WEEK PERCENT PE COMPANY INCREASE FY-98 Pri Automation 300 35 Veeco Instruments 227 21 Applied Materials 203 27 Asyst Technologies 203 17 Teradyne 193 20 Novellus Systems 192 20 KLA Instruments 186 27 Ontrak 184 61 Kulicke & Soffa Industries 175 16 Speed Family 173 28 Credence Systems 154 22 Electroglas 140 29 Etec System 136 22 Lam Research 133 54 CFM Technologies 133 16 Brooks Automation 127 26 Phototronics 110 23 Cohu 102 17 Silicon Valley Group 76 18 Gasonics 59 25 Fusion Systems 50 19 Nanometrics 49 Micrion 48 29 Helix Technology 47 20 FSI International 38 22 Aseco 38 12 Ultratech Stepper 30 16 Integrated Process Equipment 27 22 Mattson Technology 20 24 Watkins Johnson 16 15 Semitool 15 14 LTX 15 13 Tegal -7 9 Photon Dynamics -22 13 Integrated Measurement Systems -23 12 MEMC Electronic Materials -29 9 Genus -33 36 Trikon Technologies -55 10 Submicron Systems -70 It is interesting for me to look at some of my favorites last year when I was trying to decide what to buy. I was thinking of FSI, SMTL and UTEK. No doubt, I can really pick em!! What this chart really shows though is how much better off I would have been to buy AMAT instead. For the last several years it has really paid to invest in the big cap stocks. I see a lot of articles recently about how much gap there is between the big cap and small cap stocks. That may be, but who knows when this phenomenon is going to stop - it may go on for quite awhile yet before we get our turn in the sun. Regards, Don W.

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