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Technology Stocks : FSII - The Worst is Over?

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To: Joe Dancy who wrote (2591)1/22/2000 6:05:00 PM
From: Donald Wennerstrom   of 2754
 
Joe,

Good to hear from you! I'm happy to hear you think there might be more "legs" left on FSII. It is sure looking good right now. It's about time for those of us who have "kept the faith" over the last 3 to 4 years. We deserve it!!<gg>

I checked out the reference you listed. I didn't take the time yet to listen to the audio, but I did read the article. One of the stocks Soto likes is SFAM. I'm glad to hear that - right now its one of my favorites and I own some shares.

You're right about the stats. The semi-equips "turned around" in Sept and October 1998 and they have never looked back. The gain in prices and change upward in evaluation ratios has been astounding. This is much more enjoyable.:)
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