FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: H James Morris who wrote (1722)	1/19/1998 12:01:00 PM
From: Joe Dancy	Read Replies (1) of 2754

The most significant part of the release IMO is the statement "Novellus said backlog on Dec. 31, 1997, rose 43% to $224 million, from $156.4 million a year earlier." That is a 43% increase - someone is buying this stuff. After the next few weeks we will have a much clearer indication of how much Asia will impact FSII and other technology companies. My take is that things will not meltdown (they won't overheat, either :)) and the non-inflationary environment will be very good for undervalued small and mid cap growth stocks. Maybe I'm dreaming, but my twisted reasoning is at: members.aol.com Also, to go with the "dog" article a few weeks ago I've got another "for what it's worth": LED's to make a big splash in traffic signals? If you think about it, not a bad idea to conserve energy, assuming they get the colors right :) members.aol.com Best - Joe

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