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Technology Stocks : FSII - The Worst is Over?

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To: H James Morris who wrote (1657)12/17/1997 4:05:00 PM
From: Sparky65  Read Replies (1) of 2754
 
H James Morris, nice pick on SFAM. I have been watching that one and got real interested at $20. Now at $24, I am a little bummed. I bought ETEC and AMAT instead. They have not done as well as SFAM.

I am not buying FSI right now. Looking at the PE versus some of the other equipment manufactures makes me a little cautious on the stock. Although, I believe it is a good company, I would rather own stocks like KLAC and AMAT.

Does anyone out there know what FSI's exposure is to the Asian markets? That obviously could make a big difference.
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