FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Joe Dancy who wrote (1634)	12/6/1997 10:13:00 PM
From: Donald Wennerstrom	Read Replies (1) of 2754

Joe, Thanks for all the good articles and information you post on this and other threads. You have a lot more sources than I do so it is very helpful to obtain all that information. I think FSII is going to do well too. It's just a question of when the tech stocks are going to turn around and start their charge again. You mentioned earnings in your note so I thought I would update the stats for the group in this area. I used Zack's outyear earnings estimates for the following table. Two of the stocks I did not include, PHTN and SUBN as they had no outyear estimate. To me, when you look at the low PE ratios, the stocks are very cheaply priced. All we need is a "push and a shove" to get them going. What we need to discern is when the next 4/25/97 date occurs (the start of the last runup) so we can climb on board. 12/05/97 CLOSE PE EST SYMBOL COMPANY PRICE OUTYEAR GGNS Genus 4.25 24 IMSC Integrated Measurement Systems 19.06 18 UTEK Ultratech Stepper 25.50 18 PLAB Phototronics 22.63 18 BRKS Brooks Automation 19.13 17 HELX Helix Technology 23.38 17 PRIA Pri Automation 33.13 17 AMAT Applied Materials 35.00 17 ASYT Asyst Technologies 30.00 16 WJ Watkins Johnson 31.06 15 VECO Veeco Instruments 35.88 15 MTSN Mattson Technology 9.63 14 KLAC KLA Instruments 40.44 13 TER Teradyne 36.06 13 MICN Micrion 20.50 13 TGAL Tegal 7.00 13 FSII FSI International 14.88 13 NVLS Novellus Systems 37.81 13 ETEC Etec System 44.00 12 SFAM Speed Family 27.56 12 EGLS Electroglas 17.25 12 NANO Nanometrics 9.63 12 CMOS Credence Systems 24.38 12 COHU Cohu 36.25 12 KLIC Kulicke & Soffa Industries 26.88 11 WFR MEMC Electronic Materials 17.94 11 SMTL Semitool 15.00 11 LRCX Lam Research 31.88 11 CFMT CFM Technologies 16.25 11 IPEC Integrated Process Equipment 18.06 11 SVGI Silicon Valley Group 23.88 11 GSNX Gasonics 11.81 9 ASEC Aseco 9.25 6 LTXX LTX 5.38 5 TRKN Trikon Technologies 2.00 3 Of the 35 companies, 19 have estimated PE's of 11, 12 and 13. Just like the last runup, they will all participate in the coming runup, it's just a question of which one(s) will do the best. Regards - Don W.

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