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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (2613)2/26/2000 1:07:00 PM
From: Running Bull  Read Replies (1) of 2754
 
Don

Congratulations for finally putting your misery behind you( selling FSI). I gave up long ago and sold at about 8 after buying just where you had. But I put the money into Mattson at the time and did awfully well there.

So with all your data, where would you put your money now? It seems kind of scary with the high valuations, but the sector should be strong for another 12 months at least and there must be some relative bargains out there. Any recommendations? The biggest dog I have tracked for a long time is Ultratek. What is the story there? Also SFAM has a credible story as might SMTL. Or are the big guys still the way to play this market?

Regards,

Running Bull
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