FSII - The Worst is Over? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : FSII - The Worst is Over?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (1948)	5/23/1998 9:12:00 AM
From: Joe Dancy	Read Replies (1) of 2754

Some of the pundits on Wall Street Week said we were near the end of the tech wreck, and the elves are still very positive (plus 6 or 7 if I recall). Not that they know anything we don't. Reading a good book on investing by David Dreman that he just published - several good reviews in the London papers on it. He has some interesting concepts that apply to FSII and the like - showing how unloved companies outperform those that are better liked (and more highly valued). I'll summarize when I finish the last few chapters how his ideas apply here with FSII. No-one except a mother could love FSII the last few years. :) Interesting articles this morning: Trading stamps hit the internet - mercurycenter.com Japan's Banks Write off Loans (more to come?) - mercurycenter.com Asia cuts two ways - exports will lower our inflation and their money may stream into our market looking for a safe haven. On the other hand, tech demand for new equipment from that part of the world will be hit. The Dow Masks The Market's Correction- pathfinder.com Get a load of the graph at the bottom of the article - it shows how the Russell 2000 lags the Dow. This sort of confirms what your charts are saying Don. :( Joe PS - Also interesting that PLAB took a big hit - MASK is much more attractive on a valuation basis if you are looking at photomask makers FWIW.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next