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 (1606)	11/26/1997 12:55:00 AM
From: Donald Wennerstrom	Read Replies (1) of 2754

Kent, Really good to hear from you. As to your analysis of the present and future situation, I think you have it "nailed" exactly right. We have just been through the classic boom and bust cycle. You can see that by looking at the weekly closes presented earlier. In April the semi-equips started from their lows and steadily climed to their highs around the end of August. There they stayed on a plateau until the end of September, then a big "tank" job through October, and now they are on a plateau again. As you predict, they will probably stay until the January time frame and then we are off to the races again. At that point, it won't make much difference which stock you invest in because they will all go up. Sure is nice to pick a real winner though. Speaking of winners, you may have seen it by now but Zack's has a nice summary of the brokerages following each stock and their recommendations. The address for FSII is: ultra.zacks.com Looks like a very strong recommendation to me. Regards, Don W.

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