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Technology Stocks : FSII - The Worst is Over?
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To: Kent Sarikaya who wrote (1851)3/28/1998 9:13:00 PM
From: Donald Wennerstrom  Read Replies (1) of 2754
 
Kent, That was a very good article. It voiced some of my concerns about the length of time required for the semi-equips market to come back. I think it will be awhile - 6 months or more. I am concerned about FSII. They needed a growth environment to fill their factory. Instead they have to face the downside of the Asia market and slow demand that doesn't look like it is going to change soon.
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