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Technology Stocks
Semitool
An SI Board Since November 1996
Posts SubjectMarks Bans Symbol
75 0 0 SMTL
Emcee:  Dick Roy Type:  Unmoderated
Introduction Market Data Compact
After seeing Semitool on a Forbes list as among the "10 best run
small companies in America" last summer I bought a few shares and
following since. This co, based in Kalispell, Montana, seems to be
a tight little ship with strong demand even now for automated wafer
processing systems and new products like VTP1500 vertical furnace.

Sales in Q ending Sept 30 were $51.5 million compared to $40.4 million same Q last yr. (net income 0.24/share compared to 0.36).
'97 consensus estimate on www.stocksmart.com is 11 pct lower than
for this yr. PE is around 8.3. Not bad compared to forecasts e.g. for LRCX. Why has this stock, which only went public last year,
kept drifting down to below $9 recently with little volume? With
only some 13 million shares outstanding maybe this is a good sleeper
with big upside when institutions or individuals take notice.

Buyers recorded in last yr or so included Fidelity Emerging
Growth and Vanguard Small Cap, Seller of note was Seligman
Henderson last summer.

Any thoughts out there on Semitool?

Dipak Roy
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75 But our dear SMTL is flush with cash and research and development assets that wMitchell-9/1/1998
74 SMTL is Selling at 1.2 X Book value, making a profit and holding up pretty goodMitchell-8/22/1998
73 Dick, SMTL is back down and I think very attractive here. Am I missing somethiMitchell-8/13/1998
72 Doug, My e-mail address is part of the background info. kept by silicon investPerry-4/8/1997
71 Perry, By the way- how do I contact you at your e-mail address? Send a note thDouglas V. Fant-4/8/1997
70 Doug, I agree that interest rates will probably dampen any enthusiasum for equPerry-4/5/1997
69 Perry, Yes. But for Lam Research's pre-announcement it has been quiet so Douglas V. Fant-4/5/1997
68 Doug, I agree that no earnings warnings are most likely a positive sign. Do yPerry-4/5/1997
67 Perry, Two things: obviously research is critical for all equipment companies.Douglas V. Fant-4/3/1997
66 It's a good price, just a matter of timing. Have some "core" sharDick Roy-4/3/1997
65 Doug, What do you think of this? Semitool and IMEC enter into Strategic ResearPerry-4/3/1997
64 Perry, Just LCRX last week. That is a good sign. I went over to Zacks and did Douglas V. Fant-4/2/1997
63 Has anyone heard warning on earnings lately coming from semi equip makers? PerPerry-4/2/1997
62 Why Dick ? Arn't we suposed to know befor the price goes up ? This one is gMitchell-4/1/1997
61 Mike, When you log onto Silicon Investor, first hit "Stocktalk". TheDouglas V. Fant-3/31/1997
60 Doug, How does on "flip over to Groups"? MikeMike Taylor-3/31/1997
59 Dick, If you flip over to "Groups", I noticed that at 0.9, SMTL nowDouglas V. Fant-3/30/1997
58 Dick, That sounds like a fair approach- I'll keep my long position howeverDouglas V. Fant-3/28/1997
57 Doug, I look at SMTL as a longer term hold right now. At 9-10 bucks I saw it aDick Roy-3/28/1997
56 Dick, Agreed. If you play short-term swings, then you need some volume. I'Douglas V. Fant-3/28/1997
55 Doug, I share your view about the growth of the industry, that's why IDick Roy-3/27/1997
54 Dick and Mitchell, I agree with your comments about the markets. They will movDouglas V. Fant-3/26/1997
53 Good feast so far, almost everything in my portfolio has revived, even life sciDick Roy-3/26/1997
52 We closed up abit today, which was a good sign since FSII got hit after releasiMitchell-3/26/1997
51 Dick, Agreed- Semitool undervalued now, but will see no significant motion barDouglas V. Fant-3/25/1997
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