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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (1994)	6/5/1998 11:26:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

One good measure of stock "goodness" is to look at the price to sales ratio and the price to book ratio. That is shown below for each stock in the group. The group is sorted by PBR. The first 7 of the stocks are selling under a 1.00 PBR. I think it has been stated on this thread that FSII doesn't have much downside left because it is selling at just a little over 1.0 PBR. That may be true, but it is 12th on the list. Only the bottom 17 of the stocks have a PBR of over 2.0. Twelve of the stocks have a PSR of under 1.0. Look at AFLX, a PSR of 0.45 and a PBR of 1.92 and it went down 31 percent this week (5 days)!! Somebody pinch me and wake me up from this bad dream.:)) 06/05/98 CLOSE 12 MONS 12 MONS SYMBOL COMPANY PRICE PSR PBR ASEC Aseco 4.38 0.37 0.59 SVGI Silicon Valley Group 18.25 0.52 0.64 WFR MEMC Electronic Materials 13.25 0.55 0.79 CFMT CFM Technologies 9.75 1.01 0.87 TGAL Tegal 3.88 0.99 0.88 WJ Watkins Johnson 25.56 0.78 0.92 LTXX LTX 3.69 0.63 0.95 BRKS Brooks Automation 13.56 1.38 1.03 MICN Micrion 8.63 0.61 1.03 SFLX Smartflex Systems 8.38 0.38 1.09 SFAM SpeedFAM 20.13 1.54 1.09 FSII FSI International 11.00 1.01 1.13 IMSC Integrated Measurement Systems 9.44 1.70 1.22 KLIC Kulicke & Soffa Industries 17.06 0.73 1.29 EGLS Electroglas 13.56 1.66 1.35 MTSN Mattson Technology 6.31 1.09 1.36 LRCX Lam Research 22.50 0.79 1.47 ASYT Asyst Technologies 16.38 1.19 1.60 PHTN Photon Dynamics 3.81 1.09 1.61 UTEK Ultratech Stepper 20.50 3.13 1.62 IPEC Integrated Process Equipment 13.00 1.19 1.68 SMTL Semitool 10.63 0.74 1.72 GSNX Gasonics 10.25 1.17 1.75 AFLX Adflex Solutions 11.00 0.45 1.92 KLAC KLA Instruments 27.63 1.63 2.04 MASK Align-Rite International 16.50 1.70 2.07 CMOS Credence Systems 19.75 1.54 2.10 COHU Cohu 29.50 1.36 2.12 TER Teradyne 28.44 1.64 2.42 NANO Nanometrics 8.63 1.90 2.60 PRIA Pri Automation 17.31 1.83 2.69 DPMI Dupont Photomasks 40.88 2.32 2.70 VECO Veeco Instruments 26.88 1.49 2.93 AMAT Applied Materials 29.63 2.25 3.49 ETEC Etec System 37.00 2.98 3.71 NVLS Novellus Systems 35.88 2.04 3.74 PLAB Photronics 24.75 3.27 3.84 CYMI Cymer 18.13 2.42 4.14 HELX Helix Technology 16.94 2.62 5.01 ATMI ATMI Inc 15.06 3.34 6.94 ASMLF ASM Lithography Holdings 35.25 6.27 13.06 TOTALS 723