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Technology Stocks : FSII - The Worst is Over?

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To: Kent Sarikaya who wrote (954)5/20/1997 12:26:00 AM
From: wm sharp   of 2754
 
Kent and all: One item of note during this lull may be Gunnar Miller's (PaineWebber) BUY recommendation. In an article earlier this year (see post #205 on the UTEK thread) he seemed cautious on the industry in general...and very selective on the companies.

Has anyone read his report? I've only had it described to me, and what caught my ear were mentions of FSI's TFH-related business (Miller sees that industry growing 35%) and the company's 300mm developments.
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