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: Joe Dancy who wrote (1586)	11/9/1997 5:11:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

This week I updated the earnings estimates for each of the stocks in the list. Zacks was used as the data source for the update. Using Friday's closing price, PE's for FY -97/98 and FY-98/99 can be calculated. The resultant table is shown below. In some cases, the FY-97/98 estimate was negative - the estimate was left blank. For those at the bottom of the list with no data for FY-98/99, no estimate from Zacks was available. The data seems to show that many good buys are available when considering the growth rate of many of the stocks shown. Many of them are selling for a PE less that 1 times the growth rate of the stock. Some of them have relatively low FY-97/98 PE's as well. 11/07/97 CLOSE P/E SYMBOL COMPANY PRICE FY-97/98 FY-98/99 GGNS Genus 5.25 53 29 PRIA Pri Automation 42.63 39 29 MICN Micrion 22.88 28 22 BRKS Brooks Automation 22.50 20 UTEK Ultratech Stepper 26.50 24 19 VECO Veeco Instruments 43.75 23 18 PLAB Phototronics 44.50 22 18 ASYT Asyst Technologies 32.25 22 17 HELX Helix Technology 46.00 22 17 SFAM Speed Family 37.75 21 17 AMAT Applied Materials 35.19 26 17 MTSN Mattson Technology 11.38 76 16 IMSC Integrated Measurement Systems 16.00 20 15 WJ Watkins Johnson 31.13 21 15 NVLS Novellus Systems 45.25 21 15 KLAC KLA Instruments 45.63 19 15 TER Teradyne 38.69 26 14 NANO Nanometrics 11.31 17 14 CFMT CFM Technologies 20.69 21 14 EGLS Electroglas 19.50 29 14 CMOS Credence Systems 28.50 38 14 ETEC Etec System 47.63 20 13 TGAL Tegal 7.31 13 KLIC Kulicke & Soffa Industries 31.00 18 13 FSII FSI International 15.38 21 13 IPEC Integrated Process Equipment 22.25 19 13 LRCX Lam Research 38.00 38 13 SVGI Silicon Valley Group 28.75 16 13 COHU Cohu 37.25 14 12 WFR MEMC Electronic Materials 19.00 12 ASEC Aseco 12.63 25 8 LTXX LTX 6.50 14 6 TRKN Trikon Technologies 3.44 5 GSNX Gasonics 15.00 19 PHTN Photon Dynamics 5.88 17 SUBM Submicron Systems 3.06 26 SMTL Semitool 16.69 15 TOTALS 937 Here's a question for someone - Why isn't LTXX selling higher with a PE of 14 for FY-97 and 6 for for FY-98? Also, FSII seems to be well positioned on the list to support a higher stock price. Don W.