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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (2002)6/12/1998 11:14:00 PM
From: Donald Wennerstrom   of 2754
 
Sure would have been nice to go short on any stock in the group on
4/24. You didn't even have to think about which one to short - no
matter which one you picked, good money would have been made. And
quess which stock is on the bottom. The only one I bought during
this period and I went LONG!!!!! Not a pretty sight!!


SEVEN
04/24/98 06/12/98 WEEK
CLOSE CLOSE PERCENT
SYMBOL COMPANY PRICE PRICE CHANGE
WJ Watkins Johnson 26.75 24.50 -8
MTSN Mattson Technology 6.31 5.66 -10
MASK Align-Rite International 17.13 14.75 -14
NANO Nanometrics 9.88 8.25 -16
SVGI Silicon Valley Group 20.00 16.44 -18
FSII FSI International 11.56 9.50 -18
HELX Helix Technology 20.00 16.25 -19
IMSC Integrated Measurement Systems 11.00 8.88 -19
UTEK Ultratech Stepper 25.25 19.75 -22
AMAT Applied Materials 36.94 28.69 -22
CFMT CFM Technologies 11.63 9.00 -23
LTXX LTX 4.63 3.53 -24
EGLS Electroglas 16.50 12.50 -24
BRKS Brooks Automation 16.38 11.88 -27
KLIC Kulicke & Soffa Industries 22.50 15.88 -29
GSNX Gasonics 12.00 8.44 -30
COHU Cohu 35.50 24.88 -30
PHTN Photon Dynamics 5.00 3.50 -30
TGAL Tegal 5.50 3.81 -31
WFR MEMC Electronic Materials 14.81 10.00 -32
TER Teradyne 38.69 26.00 -33
SMTL Semitool 13.88 9.25 -33
LRCX Lam Research 31.25 20.56 -34
SFLX Smartflex Systems 10.81 7.00 -35
CMOS Credence Systems 28.25 18.25 -35
CYMI Cymer 23.56 15.00 -36
NVLS Novellus Systems 49.38 31.25 -37
DPMI Dupont Photomasks 51.63 32.50 -37
PLAB Photronics 33.25 20.50 -38
MICN Micrion 11.63 7.13 -39
SFAM SpeedFAM 30.00 18.38 -39
ASYT Asyst Technologies 22.63 13.78 -39
ASMLF ASM Lithography Holdings 48.00 29.13 -39
ASEC Aseco 6.63 4.00 -40
VECO Veeco Instruments 41.00 24.00 -41
KLAC KLA Instruments 42.75 24.94 -42
ETEC Etec System 57.25 33.38 -42
ATMI ATMI Inc 28.50 16.25 -43
IPEC Integrated Process Equipment 20.75 11.44 -45
PRIA Pri Automation 26.75 14.31 -47
AFLX Adflex Solutions 20.75 9.13 -56
TOTALS 967 642 -34
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