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Technology Stocks : FSII - The Worst is Over?
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To: Running Bull who wrote (1388)8/28/1997 7:56:00 PM
From: Joe Dancy   of 2754
 
RB - your explanation makes sense, and is positive for FSII. I couldn't quite figure why shipments looked weak in some areas where book to bill was looking pretty good. I thought maybe another weak period was coming for equipment suppliers but it made no sense in light of the bookings. Also, Merrill's expert Kurlick (sp?) has forecast some weakness next year for equipment suppliers according to some recent articles - so I was sort of trying to sort it all out.

Best - Joe
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