FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Sparky65 who wrote (1923)	5/1/1998 8:03:00 AM
From: Joe Dancy	Read Replies (3) of 2754

Japan and Asia still worry me Sparky. FSII selling at 1.2 book value won't go much lower, and longer term we will do very well, but I expect no moves in the next month or so. May be able to get some hellatious good deals - -better prices than the undervalutions now - in this sector if Asia and Japan continue to sink. To diversify I'd look past the semiconductor and electronics sectors with new money putting it into the medical area - UroCor (UCOR) and BioSource (BIOI) are my two favorites in this area now - they may move sooner than the electronics sector. Of course, I've already got as much FSII as I can handle. Photomask maker Align-Rite (MASK) still looks very good based on valuations and they will not be hammered as bad by Asia, as does Inacom (ICO)(computer equipment and services provider). Latest articles I've fished up on Japan: members.aol.com members.aol.com Joe

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