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

To: Donald Wennerstrom who wrote (2025)	6/21/1998 5:16:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

This an update on PSR and PBR based on data obtained about 3 weeks ago from Dailystocks. The data is for the last 12 months sales and book value. There seems to be very little, if any, correlation with the loss incurred during the last 8 weeks with the PBR (the sort column). For example, take a look at SFLX which is 6th in the table. It is down 39 percent with a PBR of 0.86 and a next year projected P/E of 9. SFLX also has a PSR of 0.30 - the best in table of 41 stocks. Joe, can you explain that to me?? :) FSII is 9th with a PBR of 0.95. I have a feeling FSII hasn't hit bottom yet by a long way. It has a next year PE of 23. Pretty high considering the last 2 years has been essentially zero growth for this stock. The PE is based on data from Yahoo collected this weekend. Look at ASYT and SMTL, 17th and 18th respectively in the table. A PSR of 0.93 and 0.56, and a PBR of 1.25 and 1.31. Best of all they have a next year PE of 7 and 9 yet the lost 44 and 41 percent respectively over the last 8 weeks. Other examples abound. EIGHT EST 06/19/98 WEEK NEXT CLOSE PERCENT 12 MONS 12 MONS YEAR SYMBOL PRICE CHANGE PSR PBR PE SVGI 16.06 -20 0.46 0.56 17 ASEC 4.50 -32 0.38 0.60 8 WFR 11.00 -26 0.46 0.65 -19 CFMT 9.47 -19 0.98 0.84 -63 WJ 23.50 -12 0.72 0.85 35 SFLX 6.63 -39 0.30 0.86 9 TGAL 4.00 -27 1.02 0.91 BRKS 12.25 -25 1.25 0.93 35 FSII 9.25 -20 0.85 0.95 23 LTXX 3.75 -19 0.64 0.96 18 SFAM 18.75 -38 1.44 1.02 20 KLIC 14.25 -37 0.61 1.08 10 IMSC 8.88 -19 1.60 1.15 11 MICN 9.75 -16 0.69 1.16 41 MTSN 5.50 -13 0.95 1.19 24 EGLS 12.31 -25 1.51 1.23 28 ASYT 12.75 -44 0.93 1.25 7 SMTL 8.13 -41 0.56 1.31 9 GSNX 7.75 -35 0.89 1.32 18 IPEC 10.25 -51 0.94 1.33 31 LRCX 20.50 -34 0.72 1.34 42 PHTN 3.50 -30 1.00 1.48 UTEK 19.63 -22 2.99 1.55 25 AFLX 8.88 -57 0.37 1.55 7 MASK 13.63 -20 1.41 1.71 8 COHU 24.50 -31 1.13 1.76 9 KLAC 26.56 -38 1.57 1.96 15 DPMI 31.13 -40 1.77 2.06 12 CMOS 19.88 -30 1.55 2.11 10 TER 25.94 -33 1.49 2.21 9 PRIA 15.94 -40 1.69 2.48 21 NANO 8.31 -16 1.83 2.50 8 VECO 25.38 -38 1.41 2.77 10 ETEC 29.25 -49 2.35 2.93 11 PLAB 20.75 -38 2.74 3.22 14 AMAT 27.38 -26 2.08 3.23 16 CYMI 15.25 -35 2.04 3.48 17 NVLS 34.06 -31 1.93 3.55 11 HELX 14.94 -25 2.31 4.42 15 ATMI 14.31 -50 3.17 6.59 11 ASMLF 29.31 -39 5.21 10.86 17 638 -34