Silicon Investor (SI) -- The First Internet Community

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? -- Ignore unavailable to you. Want to Upgrade?

To: PaperChase who wrote (2510)	6/30/1999 12:31:00 PM
From: Running Bull	Read Replies (1) \| Respond to of 2754

CA(183M) - CL (57M)-LTD(42M)=84M=$4/share. Your $5 assumes the PPE($67M) plus the NPV of the earnings stream is worth $1/share. Seems a bit low to me. This company made a pile of money at a $250M volume level in the past. In the tool business at $1M+ per order, it doesn't take many customers to up the volume $100M. Trouble is, they overindulged in plant expansion. It's killing them. Wonder what their breakeven volume is now? Anyhow, I'm now riding the Mattson wave, who seem to have their act together. They recently partnered with CFMT. Wonder if FSI will ever partner with Gasonics?