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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (1937)5/9/1998 10:34:00 PM
From: Joe Dancy  Read Replies (2) of 2754
 
I just noticed in Barron's Don that AMAT reports results on Tuesday. I would think that the results and their comments about the next few quarters will give a good indication what the next few quarters will be like.

I'm really looking to what they have to say about Asia and what sort of demand they see, or lack of demand should that be the case. At a price to book around 1.1, FSII won't go much lower IMO so we have little to lose, and when the upside comes it will be quite impressive.

I thought about some of your comments on the cyclical nature of the semi equip business this week - they had an article in the Dallas paper on the cyclical nature of the auto industry with a chart of auto production since 1950 - and while it was cyclical it to me more clearly indicated a growth curve over the long term. A chart of auto profits would probably been much more appropriate to show the cyclical nature of the business.

Joe
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