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

To: Jerome who wrote (2404)	2/5/1999 10:45:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

The group of 41 stocks was down substantially this week at 6 percent, while the SOX-X was down 8 percent. Nine of the stocks were up, 2 remained the same and 30 were down. Nine of the stocks were down 10 percent or more including AFLX at the bottom of the list with an 18 percent loss. FSII managed to lose 11 percent this week. 01/29/99 02/05/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE PRIA Pri Automation 35.50 39.81 12 CFMT CFM Technologies 11.38 12.00 5 BRKS Brooks Automation 24.06 25.00 4 GSNX Gasonics 12.25 12.69 4 HELX Helix Technology 20.50 21.00 2 MTSN Mattson Technology 7.00 7.13 2 MICN Micrion 12.38 12.56 1 KLIC Kulicke & Soffa Industries 29.00 29.38 1 NANO Nanometrics 8.19 8.25 1 ASEC Aseco 2.19 2.19 0 WFR MEMC Electronic Materials 8.88 8.88 0 PLAB Photronics 25.75 25.00 -3 PHTN Photon Dynamics 5.63 5.44 -3 ETEC Etec System 53.69 51.63 -4 AMAT Applied Materials 63.19 60.69 -4 MASK Align-Rite International 13.50 12.88 -5 UTEK Ultratech Stepper 17.25 16.38 -5 SFLX Smartflex Systems 7.38 7.00 -5 DPMI Dupont Photomasks 51.00 48.00 -6 KLAC KLA Instruments 57.75 53.88 -7 IPEC Integrated Process Equipment 14.00 13.06 -7 SMTL Semitool 8.13 7.56 -7 ASMLF ASM Lithography Holdings 46.50 43.00 -8 SVGI Silicon Valley Group 16.44 15.19 -8 TGAL Tegal 4.81 4.44 -8 ATMI ATMI Inc 27.41 25.13 -8 LRCX Lam Research 38.38 35.06 -9 NVLS Novellus Systems 73.13 66.63 -9 VECO Veeco Instruments 54.88 50.00 -9 SFAM SpeedFAM 20.88 19.00 -9 EGLS Electroglas 16.75 15.19 -9 ASYT Asyst Technologies 26.63 24.13 -9 WJ Watkins Johnson 26.50 23.75 -10 LTXX LTX 4.13 3.69 -11 FSII FSI International 13.94 12.38 -11 CMOS Credence Systems 29.88 26.19 -12 TER Teradyne 65.00 56.88 -12 COHU Cohu 32.63 28.13 -14 CYMI Cymer 29.38 25.13 -14 IMSC Integrated Measurement Systems 10.56 8.75 -17 AFLX Adflex Solutions 7.00 5.75 -18 TOTALS 1033.43 968.83 -6 SOX-X Phili Semiconductor Index 420.45 386.06 -8

To: Jerome who wrote (2404)	2/6/1999 6:08:00 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 2754

Jerome, I think the following is close to what you were looking for. The earnings estimates has been updated for this year and next year for each individual stock in the group of 41 stocks. The updating was accomplished through the use of the online Zack's database. The table below shows each stock along with Friday's closing price, this year and next years earnings estimate, and the PE utilizing next years earnings estimates. The table is sorted by next years earnings estimate for each stock. With a little study, several observations can be made. I will put forth a couple. First, it is interesting to look at the three mask makers, DPMI, PLAB and MASK. Both DPMI and PLAB are selling for next year's PE of 28 and 23 respectively, while MASK is selling for a PE of 9. Putting it another way, MASK can be bought for 12.88 per share and yield next years earnings estimate of 1.36 per share, while you have to pay 25.00 per share for PLAB which will yield next years earnings estimate of 1.09 per share. MASK also has this year's earnings estimate placed at 1.16 per share while PLAB is a poor second at 0.64 per share. The same general type of observation holds true when comparing MASK and DPMI. Secondly, there are only 2 stocks in the table selling for a PE of less than 10 based on next years earnings. These 2 stocks are MASK with a PE of 9 and AFLX with a PE of 6! For those of you who have looked at the previous post and noted that AFLX was last in the table with a loss of 18 percent in share price last week, the question might be asked "What gives?". All of this price action on AFLX after a reasonably good annual report of a couple of weeks ago. I should disclose here that I do own AFLX and FSII shares, but I do not own DPMI, PLAB or MASK shares. EST EST 02/05/99 THIS NEXT NEXT CLOSE YEAR YEAR YEAR SYMBOL COMPANY PRICE EPS EPS PE NVLS Novellus Systems 66.63 1.51 2.95 23 TER Teradyne 56.88 1.56 2.54 22 ETEC Etec System 51.63 1.21 2.20 23 DPMI Dupont Photomasks 48.00 0.90 1.74 28 AMAT Applied Materials 60.69 0.64 1.63 37 KLAC KLA Instruments 53.88 0.56 1.48 36 VECO Veeco Instruments 50.00 1.08 1.41 35 MASK Align-Rite International 12.88 1.16 1.36 9 CMOS Credence Systems 26.19 -0.51 1.25 21 KLIC Kulicke & Soffa Industries 29.38 -0.58 1.19 25 ASMLF ASM Lithography Holdings 43.00 0.27 1.18 36 PLAB Photronics 25.00 0.64 1.09 23 AFLX Adflex Solutions 5.75 0.53 0.98 6 BRKS Brooks Automation 25.00 0.02 0.86 29 PRIA Pri Automation 39.81 -0.57 0.83 48 IMSC Integrated Measurement Systems 8.75 0.67 0.79 11 SVGI Silicon Valley Group 15.19 -0.65 0.62 25 SMTL Semitool 7.56 -0.40 0.56 13 SFAM SpeedFAM 19.00 -0.35 0.55 35 GSNX Gasonics 12.69 -1.11 0.54 23 ATMI ATMI Inc 25.13 0.41 0.47 53 COHU Cohu 28.13 -0.15 0.44 64 EGLS Electroglas 15.19 -0.56 0.37 41 SFLX Smartflex Systems 7.00 0.24 0.37 19 UTEK Ultratech Stepper 16.38 0.30 0.35 47 NANO Nanometrics 8.25 0.36 0.34 24 CFMT CFM Technologies 12.00 -1.12 0.31 39 LRCX Lam Research 35.06 -2.60 0.28 125 FSII FSI International 12.38 -0.63 0.20 62 LTXX LTX 3.69 -0.46 0.15 25 CYMI Cymer 25.13 0.05 0.15 168 HELX Helix Technology 21.00 -0.03 0.05 420 MTSN Mattson Technology 7.13 -0.51 0.02 357 PHTN Photon Dynamics 5.44 IPEC Integrated Process Equipment 13.06 -2.47 -0.08 ASYT Asyst Technologies 24.13 -1.05 -0.22 ASEC Aseco 2.19 -1.46 -0.29 TGAL Tegal 4.44 -1.03 -0.73 WFR MEMC Electronic Materials 8.88 -3.30 MICN Micrion 12.56 -0.47 WJ Watkins Johnson 23.75 0.38 TOTALS 968.83 -7.52 27.93