FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1441)	9/15/1997 5:36:00 PM
From: H James Morris	of 2754

Don I really appreciate your Semi-eqp updates, as I've been a heavy investor in this sector for the last 6 mos. Starting at the begining of last week I've sold out a large % of my holdings in this group, including 26,000 shares of Fsii @ 18 3/4- 19 1/4. I think we'll see a substaintial pullback, especially in the Tech Sector and today was pretty grim. Did you see that they hit Asnd again 80 to 32. Wow! Last week shorted Amat, Nvls and Klic. I also like Sfam for a ride down but feel that putting Richard Hill (Nvls ceo) on their board opens up a nice and comfortable opportunity for Nvls to acquire Sfam. Well I think its save to say that we've made some nice $ here, I'm off to UK on wed, so I'll talk to you guy's in 5 weeks time. Good Luck to all.

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