FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (1855)	4/3/1998 7:58:00 AM
From: H James Morris	Read Replies (1) of 2754

Yes Don, I was blown away when Kla made their revenue shortfall announcement, then a few hrs later the stock takes off. The Street keeps schrugging off any bad news like its no big problem. I just came back from 2 weeks in Asia, so I'm not convinced that the economy problems over there, is just a hiccup. Look at it this way, Fsii is set up to be a $600mil co. Due to the Asia problem it is a $250mil co. What scares the hell out of me is the money is just starting again, to flow back into this sector, but, when will we see the recovery to justify these prices? Maybe Amat might help when they announce next earnings. We'll see.

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