FSII - The Worst is Over? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : FSII - The Worst is Over?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (2361)	1/1/1999 1:44:00 AM
From: Donald Wennerstrom	Read Replies (1) of 2754

As reported previously, the group of 41 semi-equips had a tremendous run from 10/9/98 to 12/4/98, a period of 8 weeks. The group sum gained 90 percent. In the same period the SOX-X was up 72 percent. During the last 4 weeks of December, however, there has been very little movement in the group sum. The group loss has been 2 percent while the SOX-X has gone up 2 percent. A summary of the action can be seen by the "mini table" below. 10/09/98 12/04/98 8WKS GROUP 41 Semi Equips 409 778 90 % SOX-X Phili Semiconductor Index 201 345 72 % 12/04/98 12/31/98 4 WKS GROUP 41 Semi Equips 778 760 -2 % SOX-X Phili Semiconductor Index 345 351 2 % The individual action of each stock in the group over the last 4 weeks is shown in the following table. There are only 11 stocks up, 1 stock with no change, and 29 stocks are down. 15 of the worst performing stocks in the table are down by over 10 percent. There are just a few stocks that are doing "yeoman" work to counter the losses of the 29 stocks during the last 4 weeks. Another way to summarize the action of the last 3 months is to look at the 2 segments shown in the small table above. October and November were great in terms of stock appreciation, but December has seen some deterioration in the group performance. Many of the stocks in the group have seen substantial deterioration during the last 4 weeks. Hopefully, January will see a resumption of appreciation for the group. 12/04/98 12/31/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE VECO Veeco Instruments 41.63 53.13 28 PHTN Photon Dynamics 4.13 5.13 24 ATMI ATMI Inc 20.50 25.25 23 FSII FSI International 8.94 10.38 16 MICN Micrion 10.75 11.75 9 DPMI Dupont Photomasks 39.25 42.44 8 WJ Watkins Johnson 18.88 20.38 8 TER Teradyne 39.56 42.38 7 SFAM SpeedFAM 16.13 17.13 6 PLAB Photronics 23.19 23.97 3 KLAC KLA Instruments 43.06 43.38 1 SVGI Silicon Valley Group 12.75 12.75 0 ETEC Etec System 40.38 40.00 -1 HELX Helix Technology 13.13 13.00 -1 CFMT CFM Technologies 8.63 8.50 -2 IPEC Integrated Process Equipment 11.00 10.75 -2 AMAT Applied Materials 44.19 42.69 -3 PRIA Pri Automation 27.13 26.00 -4 NANO Nanometrics 8.19 7.81 -5 ASMLF ASM Lithography Holdings 32.00 30.50 -5 ASYT Asyst Technologies 21.63 20.38 -6 SFLX Smartflex Systems 7.75 7.25 -6 CMOS Credence Systems 19.81 18.50 -7 GSNX Gasonics 9.50 8.75 -8 COHU Cohu 24.00 22.00 -8 WFR MEMC Electronic Materials 9.31 8.50 -9 LRCX Lam Research 20.00 17.81 -11 KLIC Kulicke & Soffa Industries 20.19 17.75 -12 UTEK Ultratech Stepper 18.25 16.00 -12 SMTL Semitool 7.00 6.13 -12 BRKS Brooks Automation 16.94 14.63 -14 NVLS Novellus Systems 57.94 49.50 -15 CYMI Cymer 17.13 14.63 -15 TGAL Tegal 3.44 2.88 -16 MASK Align-Rite International 14.50 11.63 -20 EGLS Electroglas 14.75 11.75 -20 LTXX LTX 3.25 2.56 -21 MTSN Mattson Technology 7.44 5.78 -22 AFLX Adflex Solutions 9.00 6.94 -23 IMSC Integrated Measurement Systems 10.38 7.50 -28 ASEC Aseco 2.38 1.38 -42 TOTALS 778.01 759.56 -2 SOX-X Phili Semiconductor Index 344.66 350.56 2

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next