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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (2407)2/6/1999 6:53:00 PM
From: Donald Wennerstrom   of 2754
 
The following is an update of a table comparing the PSR and PBR of
the individual stocks in the group. The last column is a sum of PSR
and PBR, and the table is sorted on that parameter.

At the bottom of the table, the first column, as always, is simply a
sum of the closing prices for the group of 41 stocks. The next three
columns are averages. In other words, it is the sum of each column
divided by 41. This gives an "average value" for each stock in the
table.

Right below the main table is a "mini table". I picked 3 of the high
flying tech stocks and made the same columns and comparisons. This
shows just how much the semi-equips sell at a discount to the high
flyers.



02/05/99 SUM
CLOSE 12 MONS 12 MONS PSR &
SYMBOL COMPANY PRICE PSR PBR PBR
ASEC Aseco 2.19 0.32 0.44 0.76
WFR MEMC Electronic Materials 8.88 0.42 0.78 1.20
SFLX Smartflex Systems 7.00 0.37 0.89 1.26
AFLX Adflex Solutions 5.75 0.28 1.06 1.34
SVGI Silicon Valley Group 15.19 0.82 0.89 1.71
SMTL Semitool 7.56 0.58 1.20 1.78
WJ Watkins Johnson 23.75 1.13 1.19 2.31
TGAL Tegal 4.44 1.27 1.22 2.48
MASK Align-Rite International 12.88 1.10 1.39 2.49
MICN Micrion 12.56 1.01 1.76 2.77
FSII FSI International 12.38 1.53 1.45 2.97
IMSC Integrated Measurement Systems 8.75 1.76 1.22 2.98
COHU Cohu 28.13 1.36 1.96 3.32
SFAM SpeedFAM 19.00 2.26 1.06 3.32
LTXX LTX 3.69 0.78 2.67 3.45
MTSN Mattson Technology 7.13 1.53 2.04 3.58
EGLS Electroglas 15.19 2.29 1.60 3.89
PHTN Photon Dynamics 5.44 1.78 2.20 3.98
CFMT CFM Technologies 12.00 2.86 1.16 4.02
KLIC Kulicke & Soffa Industries 29.38 1.67 2.39 4.06
GSNX Gasonics 12.69 1.79 2.28 4.07
NANO Nanometrics 8.25 1.86 2.29 4.15
IPEC Integrated Process Equipment 13.06 1.43 2.74 4.17
LRCX Lam Research 35.06 1.50 2.74 4.25
ASYT Asyst Technologies 24.13 1.99 2.48 4.47
BRKS Brooks Automation 25.00 2.75 2.26 5.01
UTEK Ultratech Stepper 16.38 3.58 1.54 5.12
DPMI Dupont Photomasks 48.00 2.78 2.86 5.64
CMOS Credence Systems 26.19 2.62 3.15 5.78
PLAB Photronics 25.00 2.74 3.04 5.78
TER Teradyne 56.88 3.06 4.64 7.70
ETEC Etec System 51.63 3.66 4.60 8.25
ATMI ATMI Inc 25.13 4.24 4.08 8.32
KLAC KLA Instruments 53.88 4.45 3.90 8.35
CYMI Cymer 25.13 3.31 6.27 9.57
NVLS Novellus Systems 66.63 3.96 6.41 10.37
VECO Veeco Instruments 50.00 3.93 6.90 10.83
HELX Helix Technology 21.00 4.50 7.09 11.59
PRIA Pri Automation 39.81 4.46 7.23 11.68
AMAT Applied Materials 60.69 5.52 6.84 12.36
ASMLF ASM Lithography Holdings 43.00 6.08 10.86 16.94
TOTALS/AVE 968.83 2.32 2.99 5.32

INTC Intel Corp 127.56 8.09 9.75 17.84
MSFT Microsoft Corp 160.00 23.95 21.99 45.94
DELL Dell Computer Corp 100.44 7.60 65.63 73.23
TOTALS/AVE 388.00 13.21 32.46 45.67
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