Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of semiconductor fabrication equipment maker FSI International
So what: FSI's first-quarter report missed analyst expectations by a relatively thin margin, but guidance for the next quarter is seen as very disappointing. It's another case of lumpy results for a small company causing a market panic: Management points to the timing of a few large orders as the reason for its timid outlook.
Now what: I wouldn't take FSI's cautious outlook as a sign that major customer Samsung or Intel
Interested in more info on FSI International? Add it to your watchlist by clicking here.
Fool contributor Anders Bylund holds no position in any of the companies discussed here. True to its name, The Motley Fool is made up of a motley assortment of writers and analysts, each with a unique perspective; sometimes we agree, sometimes we disagree, but we all believe in the power of learning from each other through our Foolish community. The Motley Fool is investors writing for investors.
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