FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Keith Zhang who wrote (134)	9/25/1996 2:31:00 PM
From: Stratajema	of 2754

I agree FSII is a "good" value but based on a comparative analysis with other semi companies, if this stock can't break $14.75 on good fourth quarter earnings then investors might want to think about moving their money to other semi plays. Most other semi companies are now trading at 1.5x to 2.0x book value so if FSII's stock price can't catch up to other semi stocks and STAY there, then it appears that this stock will be in the basement for longer than most expect. I am beginning to realize that the problem with this stock might be management's handling of Wall Street. A more Wall Street astute management team would have provided guidance estimates at the 4th quarter end 8/31/96, especially after missing 3rd quarter earnings estimates by 20%. It's hard for the pros to jump in and rally this stock if they have no indication of where the company has been going for the past 4 months! Does anyone out there agree with me?

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