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Technology Stocks : FSII - The Worst is Over?
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To: Sparky65 who wrote (1557)10/26/1997 8:27:00 AM
From: Joe Dancy  Read Replies (1) of 2754
 
Mask demand is not quite as cyclical as semiconductors Sparky, as new designs are always being incorporated into mask designs, so in theory the earnings for those companies (and stock price) should be less volatile in theory.

Longer term, even if we have short term difficulties with the price here, FSII looks strong. Impressed that management thinks that they will do $300M in business next year, and has facilities in place now to do $600M in business without substantial expendatures.

Joe
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