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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1308)8/11/1997 9:46:00 AM
From: Christopher Brainard   of 2754
 
Donald, You do love to play with your spreadsheet!! Great work as always. Finally ... my other two equipment investments have made the top of your 'Info release'. Both Aseco and Nanometrics did nicely last week. Aseco was a rebound move but Nano was the real thing. Anyone liking an 'undervalued' (still!!) equipment company should check out NANO. One other equipment company not on your list is (REAL) Reliability. This stock has run from $6.50 to $31 and is still selling at only 13 times estimated 1997 earnings. (TTM PE is 19x) Time to check how things are opening today, good luck to all.

Chris ....
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