FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Joe Dancy who wrote (1393)	8/30/1997 7:28:00 PM
From: Sparky65	of 2754

Joe, great info. Thanks. A couple of things that came to mind as I was reading your note. First, my understanding of the "next semi equipment bull market" is that many of the fabs are updating equipment to keep up with the new technology (which I believe is the .25 micron), however don't quote me on that. Anyway, companies are starting to buy equipment based on this trend and the projected growth of this new technology. I don't know much about Kurlich. However, he is the first guy I have heard that is bearish on the industry. All other reports and analysts I have heard think that this sector will be great over the next couple of years. Additionally, companies are buyin equipment like FSII's in anticipation of future growth. I am disappointed that FSI has not performed better. But, I also think that this sector is just now starting to take off.

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