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Technology Stocks : FSII - The Worst is Over?
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To: Mike Taylor who wrote (1345)8/20/1997 5:49:00 PM
From: Sparky65   of 2754
 
Mike, I can't remember when SMTL was ahead of FSI. I am very disappointed with the performance of FSI today. I wonder why SMTL was up so much more than FSI?

I also own ETEC at $57. It got as high as $65 today but closed in the $62 range. It really makes me think about fineally blowing out of FSI into ETEC,KLAC, PRIA or KLIC. I may have already said this, but, I believe the equipment stocks will fineally be the place to be for the next year. And, I plan on moving all of my money over to that sector over the next month. However, I am not sold on the fact that FSI will be one of those companies.

Now, being as everyone is saying great things about the sector. And, FSI's forecast seems so low. There is the potential that their stock will go throught the roof if they hit next quarters earnings.

I really am struggling with this one. I have held onto it for so long. It would kill me to sell and see it go throught the roof. The obvious risk is if I sell and go into one of the other stocks I mentioned and they don't perform up to FSI. I have already sold almost half of my shares and put them into ETEC. So far that has paid off. I sold FSI at $18 and bought ETEC at $57 1/4. ETEC has outperformed FSI to this point. But, who is to say that will continue.
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