FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: SMH2 who wrote (2440)	3/25/1999 5:17:00 AM
From: Duker	Read Replies (1) of 2754

It is a very disturbing comment. Now, the reality may be a bit different. I was talking to a friend who works at my old shop ... and they own a slug of this thing ... he thought the management did a poor job explaining about $8mm in revenues that should be hit next quarter ... I argued that these slips are sometimes a sign of bad things to come ... The call was very cryptic. It is my impression that these guys promised too much a couple of months back and are now paying the price for it. The cynic would argue that they did so to get the stock price up to make sure the YieldUp deal would seem attractive. I do not own this one. If I owned it, I would be hard pressed to sell it ... though, I think YieldUp is a stupid transaction. The Asian project with all the rework sounds like a disaster. Microlithography sounds awful from a pricing standpoint. Clean seems okay. But, at these prices, you are not paying for a company firing on all cylinders. CFMT had a call that was not much different. I just think they did a better job managing expectations ... and they did not use the words "delays" or "cost overruns." --Duker

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