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 (1323)	8/17/1997 4:07:00 PM
From: Donald Wennerstrom	of 2754

Kent, Thats right! I think they move the numbers around from time to time just so they can get a little action. Obviously, I am much more careful now than I was last year at this time. The following is a cut at the numbers for the past week. PERCENT 08/15/97 CHANGE 08/15/97 CLOSE ONE PE COMPANY PRICE WEEK FY-98 Nanometrics 10.75 15 Micrion 20.75 11 27 Photon Dynamics 7.75 9 14 Etec System 57.25 7 23 KLA Instruments 66.44 7 29 Applied Materials 96.75 6 26 Semitool 17.00 5 15 Helix Technology 54.13 4 21 Kulicke & Soffa Industries 44.63 4 18 Asyst Technologies 63.25 4 18 Integrated Measurement Systems 15.50 2 14 Aseco 16.38 2 14 FSI International 17.75 2 23 Novellus Systems 109.00 2 19 Tegal 8.00 2 10 Lam Research 58.00 2 55 Silicon Valley Group 32.69 1 18 Speed Family 45.75 1 25 Ultratech Stepper 26.31 0 17 Trikon Technologies 7.00 0 9 Phototronics 58.50 0 24 Cohu 43.25 -1 18 Pri Automation 53.25 -1 38 Teradyne 49.06 -2 21 Brooks Automation 28.88 -2 28 Integrated Process Equipment 26.50 -2 22 Electroglas 31.63 -2 27 Watkins Johnson 33.94 -2 15 Submicron Systems 2.94 -2 Genus 5.25 -2 33 Credence Systems 38.38 -3 23 Veeco Instruments 50.41 -4 22 Mattson Technology 14.31 -5 21 LTX 7.69 -5 15 CFM Technologies 25.75 -5 16 Gasonics 16.03 -6 21 MEMC Electronic Materials 25.81 -7 8 TOTALS 1287 Once again, FSII is "in the middle of the pack". A small gain for the week with a PE of 23. Until some further news comes to the fore, that is probably where it will stay. It is particularly hard to see how the price will rise much given the almost exclusive downward earnings projections of the past months. Actually, I am rather surprised it has done as well as it has given the very poor outlook for FY-97. Here is another cut at the data above, this time sorted by PE. PERCENT 08/15/97 CHANGE 08/15/97 CLOSE ONE PE COMPANY PRICE WEEK FY-98 Lam Research 58.00 2 55 Pri Automation 53.25 -1 38 Genus 5.25 -2 33 KLA Instruments 66.44 7 29 Brooks Automation 28.88 -2 28 Electroglas 31.63 -2 27 Micrion 20.75 11 27 Applied Materials 96.75 6 26 Speed Family 45.75 1 25 Phototronics 58.50 0 24 Credence Systems 38.38 -3 23 Etec System 57.25 7 23 FSI International 17.75 2 23 Integrated Process Equipment 26.50 -2 22 Veeco Instruments 50.41 -4 22 Mattson Technology 14.31 -5 21 Helix Technology 54.13 4 21 Gasonics 16.03 -6 21 Teradyne 49.06 -2 21 Novellus Systems 109.00 2 19 Asyst Technologies 63.25 4 18 Silicon Valley Group 32.69 1 18 Cohu 43.25 -1 18 Kulicke & Soffa Industries 44.63 4 18 Ultratech Stepper 26.31 0 17 CFM Technologies 25.75 -5 16 Semitool 17.00 5 15 LTX 7.69 -5 15 Watkins Johnson 33.94 -2 15 Photon Dynamics 7.75 9 14 Integrated Measurement Systems 15.50 2 14 Aseco 16.38 2 14 Tegal 8.00 2 10 Trikon Technologies 7.00 0 9 MEMC Electronic Materials 25.81 -7 8 Nanometrics 10.75 15 Submicron Systems 2.94 -2 TOTALS 1287 Several stocks at the lower end of this list might be a good investment in the near term. The problem is sorting out the winners from the losers. Regards, Don W.

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