FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Kent Sarikaya who wrote (2170)	8/26/1998 12:17:00 PM
From: Joe Dancy	Read Replies (2) of 2754

One of my investment buddies made a visit to the Allen, Texas FSII plant recently on a sales call. He met with a purchasing agent and a couple of engineers dealing with his products. He reported that they were generally upbeat longer term for the company, would buy the stock at these prices, think that their products are still competitive, and think that once upgrades begin it will be a stampede. The big question they have is when will the stampede occur. Their most optimistic date was the middle of next year - but no-one knows. But they did note that once one party begins to the upgrade cycle it will be like yelling "free beer" at a campus party. Was good to hear this feedback from non-IR people in the company who are actually involved with day to day activities - although they said nothing we don't already know. Joe

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