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: Donald Wennerstrom who wrote (2192)	9/1/1998 12:16:00 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

With today's close, 21 of the stocks in the group are selling at a PBR of less than 1. The PSR of the group is 1.03 08/31/98 CLOSE 12 MONS SYMBOL COMPANY PRICE PSR PBR ASEC Aseco 1.75 0.15 0.28 WFR MEMC Electronic Materials 5.38 0.23 0.44 SVGI Silicon Valley Group 9.63 0.47 0.53 FSII FSI International 5.38 0.49 0.56 CFMT CFM Technologies 6.13 0.75 0.56 LTXX LTX 2.25 0.37 0.61 BRKS Brooks Automation 8.25 0.85 0.64 SFAM SpeedFAM 12.38 1.07 0.67 TGAL Tegal 3.00 0.81 0.71 IPEC Integrated Process Equipment 5.50 0.52 0.71 LRCX Lam Research 10.94 0.40 0.72 WJ Watkins Johnson 19.69 0.72 0.73 SFLX Smartflex Systems 5.94 0.29 0.76 IMSC Integrated Measurement Systems 6.00 1.13 0.78 GSNX Gasonics 5.00 0.61 0.85 MTSN Mattson Technology 4.00 0.70 0.86 AFLX Adflex Solutions 5.50 0.24 0.90 KLIC Kulicke & Soffa Industries 12.94 0.62 0.98 ASYT Asyst Technologies 10.63 0.79 0.98 SMTL Semitool 6.09 0.43 0.98 MICN Micrion 7.94 0.59 0.98 PHTN Photon Dynamics 2.50 0.73 1.01 COHU Cohu 15.25 0.67 1.06 EGLS Electroglas 10.75 1.39 1.09 MASK Align-Rite International 9.88 0.89 1.17 UTEK Ultratech Stepper 17.31 2.99 1.36 TER Teradyne 17.38 0.93 1.42 NANO Nanometrics 4.94 1.04 1.46 CMOS Credence Systems 14.50 1.19 1.47 PLAB Photronics 12.00 1.30 1.48 KLAC KLA Instruments 21.25 1.58 1.62 DPMI Dupont Photomasks 27.38 1.53 1.71 ATMI ATMI Inc 11.63 1.90 1.94 PRIA Pri Automation 12.50 1.38 2.09 ETEC Etec System 24.13 1.95 2.30 CYMI Cymer 10.25 1.34 2.32 VECO Veeco Instruments 22.63 1.14 2.38 NVLS Novellus Systems 26.63 1.44 2.78 AMAT Applied Materials 24.56 1.93 2.81 HELX Helix Technology 10.25 1.88 3.05 ASMLF ASM Lithography Holdings 17.63 2.74 5.11 TOTALS 468 1.03 1.34

To: Donald Wennerstrom who wrote (2192)	9/1/1998 3:37:00 AM
From: Mitchell	Read Replies (1) \| Respond to of 2754

It's 12:30 Pm in Seattle now and those markets have reversed direction. I just heard that Japan is up a few percent. There is too much savings from the current baby boomers to see a major decline. This is the last great buying opportunity of the Century, Your going to see great returns for the next 20 years; especially in the semiconductor sector. Don't be mistaken, this is a significant period in history. The information age is here. Those of you who doubt will certainly be left out. I agree with much of what the market is doing to companies like Amazon and others, they are priced beyond possible growth and earnings. But our dear Semis are flush with cash and research and development assets that will yield great returns. I not sure of the bell weathers such as AMAT and NVLS, these seem to have been a bit over priced as the Yahoo and Amazons; but the SMTL and the BRKS and the VLSI are certainly cash flush, book value (share buy back) and profitability protected. Mitch P.S. I'm Not afraid of anything at this price, look at our Book Value and cash and P.E. What's to worry ? We have cash and profits and the future is ever bright.