Semitool Message Board - Msg: 5565937

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Technology Stocks : Semitool

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To: Perry who wrote (72)	8/22/1998 9:30:00 PM
From: Mitchell	Read Replies (1) of 75

SMTL is Selling at 1.2 X Book value, making a profit and holding up pretty good though the industry's latest BTB slump. For the first nine months of fiscal 1998 Semitool reported net sales of $138.8 million, up slightly from the $137.2 million of the comparable period last year. How can this be ??? When the entire segment is getting slammed ? Well, I think it's clear. Their customers continue to be interested in emerging technologies "as evidenced by the market penetration of the ECD product line". (Mr. Thompson from the July quarterly report) Copper and other metal plating opportunities are growing as semiconductor manufacturers apply ECD technology to specific devices. SMTL is positioning itself to maximize growth opportunities as the migration to Copper unfolds. This one is a Strong Buy ! Mitch Yes, I'm loading up too ! At 8$ a share, why not ???

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