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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (1797)2/28/1998 2:35:00 PM
From: H James Morris  Read Replies (1) of 2754
 
Hi Don
As you know several of us asked you to add some more of the leading edge eqp mfg's to your list for tracking. As you mentioned in your reply its makes it hard, due to the lack of your historical data. The problem is that if we don't , within a short time we will be comparing apples to oranges. The case in point just to name a few are Dpmi, Cymi or Asmf as compared to the old guard like Lrcx, Subm or Klic .
The action now is, the move to smaller micron technology, and if we contiue to leave out Wall Steets current darling's, your much appreciated analysis will be past history, going forward.
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