FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (2493)	6/14/1999 10:05:00 AM
From: Joe Dancy	Read Replies (2) of 2754

Don: I still like FSII, maybe not as much as photomask maker PLAB and MASK - but as you have pointed out so well the whole sector rises and falls with the tide of interest in this sector - you cannot avoid these trends when money rushes in and out. I'm busy as a dog, and have an interview planned with Smartflex Systems and Urocor which have been tenatively scheduled, but not FSII. It takes an incredible amount of time to set up the interview (do the research as to what the latest trends are with the company, industry, etc) then get someone to talk to you, then to get it written up and the audio file completed. I like to interview money managers more than CEOs because they talk about a number of companies, trends, and investment theory - which has a much wider interest than say a half hour interview with the CEO of FSII. But I'm game here - unless you or someone else wants to do the interview - but it may be a few months away. Again, your stats are clear with regard to this sector - it rises and falls together for the most part, and FSII should participate. I'm not sure I buy off on your $26 price, but can see it in the mid to high teens in the next year. Joe

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