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Technology Stocks : FSII - The Worst is Over?
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To: Kent Sarikaya who wrote (1549)10/25/1997 1:23:00 PM
From: rich evans  Read Replies (1) of 2754
 
I studied this stock but held off buying but have been following the thread. Some of the comment yesterday about the SEMICAPS make me think it is too early to go in. As I recall Asia is over 50% of the market for Fab equipment. Their overcapacity puts pressure on US companies. The 300 mill wafer/chip fabs are many years out. I think the key may be to watch the BTB in the industry .There may be lower prices still ahead which IMO could be 15-20% especially if BTB is <1. Actually one of Joes stock, MASK seems like a better deal. It is my understanding that the Mask makers are in a different supply/demand scenario but seem to be being treated with the same broad brush.

Rich
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