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 (1353)	8/31/1997 5:16:00 PM
From: Donald Wennerstrom	of 2754

The results for the past week show that FSII is in the middle of the pack again. Shown below is a sort by percent gain for the week. 08/22/97 08/29/97 CLOSE CLOSE PERCENT P/E COMPANY PRICE PRICE CHANGE FY-98/99 Trikon Technologies 7.00 11.00 57 15 Nanometrics 10.75 13.38 24 Cohu 47.13 56.00 19 18 Veeco Instruments 55.75 62.13 11 26 CFM Technologies 29.50 32.38 10 20 Micrion 21.50 23.50 9 24 Ultratech Stepper 26.75 28.75 7 19 Genus 5.38 5.75 7 36 Integrated Process Equipment 30.88 33.00 7 19 Etec System 62.94 67.00 6 27 Photon Dynamics 7.63 8.00 5 24 Speed Family 52.38 54.88 5 30 MEMC Electronic Materials 27.69 29.00 5 11 LTX 7.63 7.91 4 15 Semitool 18.88 19.50 3 18 Teradyne 54.00 55.69 3 23 Tegal 8.38 8.63 3 13 Silicon Valley Group 33.00 33.75 2 19 Gasonics 17.44 17.75 2 22 Integrated Measurement Systems 15.25 15.50 2 14 FSI International 18.56 18.50 0 25 Novellus Systems 115.63 114.63 -1 20 Electroglas 32.75 32.00 -2 22 Watkins Johnson 35.25 34.38 -2 15 Aseco 18.00 17.44 -3 14 Mattson Technology 14.50 14.00 -3 21 Pri Automation 55.50 53.50 -4 36 Submicron Systems 3.13 3.00 -4 Brooks Automation 36.50 34.94 -4 32 Phototronics 61.75 59.00 -4 24 Asyst Technologies 35.88 34.19 -5 19 KLA Instruments 74.63 70.88 -5 23 Helix Technology 63.75 59.75 -6 22 Applied Materials 101.63 94.38 -7 23 Credence Systems 51.88 47.06 -9 29 Kulicke & Soffa Industries 51.00 45.94 -10 18 Lam Research 65.63 56.50 -14 18 Totals 1376 1374 0 Both FSII and the gain of the group as a whole for the week was approximately zero (0). The following listing is the same as above, but from the first part of June to the present. 6/6/97 08/29/97 CLOSE CLOSE PERCENT P/E COMPANY PRICE PRICE CHANGE FY-98/99 Brooks Automation 17.50 34.94 100 32 Nanometrics 6.88 13.38 94 Veeco Instruments 33.44 62.13 86 26 Integrated Process Equipment 18.38 33.00 80 19 Asyst Technologies 19.63 34.19 74 19 Credence Systems 27.50 47.06 71 29 Gasonics 10.88 17.75 63 22 Speed Family 34.00 54.88 61 30 Cohu 34.75 56.00 61 18 Etec System 41.75 67.00 60 27 Lam Research 35.25 56.50 60 18 Novellus Systems 75.00 114.63 53 20 KLA Instruments 46.38 70.88 53 23 Semitool 12.88 19.50 51 18 Helix Technology 39.50 59.75 51 22 Applied Materials 62.50 94.38 51 23 Kulicke & Soffa Industries 31.13 45.94 48 18 Aseco 12.13 17.44 44 14 Pri Automation 37.25 53.50 44 36 Ultratech Stepper 20.50 28.75 40 19 Micrion 16.80 23.50 40 24 Silicon Valley Group 24.50 33.75 38 19 Teradyne 40.50 55.69 38 23 Mattson Technology 10.38 14.00 35 21 Phototronics 43.75 59.00 35 24 Trikon Technologies 8.25 11.00 33 15 LTX 6.13 7.91 29 15 FSI International 14.38 18.50 29 25 Electroglas 25.56 32.00 25 22 Tegal 7.13 8.63 21 13 Submicron Systems 2.56 3.00 17 Watkins Johnson 31.38 34.38 10 15 CFM Technologies 30.72 32.38 5 20 Photon Dynamics 7.75 8.00 3 24 Genus 5.63 5.75 2 36 Integrated Measurement Systems 17.63 15.50 -12 14 MEMC Electronic Materials 37.00 29.00 -22 11 Totals 947 1374 45 The period shown is nearly 3 months. Investing at the beginning of the period in almost any stock would have been lucrative. Too bad FSII investors had to wind up in the bottom of the pack. The 29 percent gain for FSII versus the 45 percent for the group is not a stellar performance. Maybe FSII will have a better quarterly (and yearly) performance than forecast. We have room to grow, but not with a foreward PE projection of 25. Regards, Don W.

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