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 (2062)	7/3/1998 7:40:00 PM
From: Donald Wennerstrom	Respond to of 2754

As everyone knows, the price to book value ratio for the semi-equips is very low. The table below is updated with the closing prices through 7/2. At the bottom of the table in the last 2 columns is the average price to sales ratio and price to book value ratio for the 41 stocks. Data is based on trailing 12 months sales. Eight of the 41 stocks are trading at less than 1 PBR including FSII. The average for the group is 1.97 PBR. 07/02/98 CLOSE SYMBOL COMPANY PRICE PSR PBR ASEC Aseco 4.19 0.35 0.56 WFR MEMC Electronic Materials 10.56 0.43 0.66 SVGI Silicon Valley Group 16.06 0.73 0.88 TGAL Tegal 3.75 0.95 0.88 SFLX Smartflex Systems 7.00 0.32 0.89 BRKS Brooks Automation 12.06 1.23 0.94 SFAM SpeedFAM 17.38 1.50 0.94 FSII FSI International 9.44 0.85 0.97 IMSC Integrated Measurement Systems 8.00 1.44 1.04 WJ Watkins Johnson 28.81 0.88 1.04 MTSN Mattson Technology 5.44 0.94 1.17 LRCX Lam Research 18.06 0.64 1.18 CFMT CFM Technologies 13.28 1.62 1.22 MICN Micrion 9.88 0.71 1.22 GSNX Gasonics 7.31 0.83 1.25 ASYT Asyst Technologies 12.75 0.93 1.25 KLIC Kulicke & Soffa Industries 16.56 0.71 1.25 EGLS Electroglas 12.63 1.55 1.26 PHTN Photon Dynamics 3.19 0.90 1.29 LTXX LTX 4.81 0.78 1.31 SMTL Semitool 8.34 0.58 1.35 IPEC Integrated Process Equipment 11.06 1.01 1.43 AFLX Adflex Solutions 9.13 0.37 1.49 UTEK Ultratech Stepper 19.38 2.97 1.53 COHU Cohu 24.25 1.12 1.74 KLAC KLA Instruments 26.00 1.54 1.92 MASK Align-Rite International 14.63 1.53 2.00 CMOS Credence Systems 20.69 1.61 2.10 DPMI Dupont Photomasks 34.25 1.90 2.14 TER Teradyne 27.38 1.58 2.33 VECO Veeco Instruments 23.25 1.30 2.45 PRIA Pri Automation 16.56 1.76 2.57 NANO Nanometrics 8.75 1.94 2.59 PLAB Photronics 24.25 2.68 2.99 ETEC Etec System 34.75 2.81 3.31 AMAT Applied Materials 29.69 2.25 3.40 CYMI Cymer 15.63 2.09 3.57 NVLS Novellus Systems 34.50 1.96 3.60 ATMI ATMI Inc 13.50 2.10 3.96 HELX Helix Technology 15.00 2.32 4.44 ASMLF ASM Lithography Holdings 29.50 4.58 8.55 TOTALS 662 1.42 1.97