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 (2171)	8/31/1998 10:38:00 AM
From: Donald Wennerstrom	Read Replies (1) of 2754

Joe, It occurred to me after posting the earnings estimate for the group of 41 stocks for this year of $4.86 per share, that MASK, DPMI and PLAB, the mask-makers of the group, had fairly good earning estimates for the current year. Adding them up comes to $4.36 per share. Subtracting this number from the group value leaves $0.50 of estimated earnings for the remaining 38 stocks in the group for this year - amazing!!! The whole group is going to spend the whole year working for no profit!!:) MASK seems to be in a separate category from DPMI and PLAB. At closing prices Friday compared to this years earning estimates, MASK is selling for a PE of 8 whereas DPMI and PLAB are selling for a PE of 15 and 14 respectively. This is after MASK just recently announced record quarterly sales and earnings for the first quarter. It would seem that either MASK is selling for too low a price, or DPMI and PLAB are selling at too high a price.

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