FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Kent Sarikaya who wrote (1575)	11/2/1997 5:11:00 PM
From: Joe Dancy	Read Replies (2) of 2754

Here's some stuff to chew on that I think you'll like Kent: 1. semiconductor demand is expected to grow 17% next year - and will continue to grow in double digit rates until 2000 - which bodes well for semiconductor equipment manufacturers: members.aol.com 2. small caps like FSII should do well - record flow of funds into small cap funds and three of four big money managers like the outlook for small caps: members.aol.com 3. Lehman and Merrill both like semi equipment companies: members.aol.com 4. emotions, not rational analysis, are driving fund managers: members.aol.com An last, like Maya points out, FSII started as a buy by another analyst. This should be a good next few months - and a good next few years. Best - Joe

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