FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Donald Wennerstrom who wrote (2192)	9/1/1998 3:37:00 AM
From: Mitchell	Read Replies (1) of 2754

It's 12:30 Pm in Seattle now and those markets have reversed direction. I just heard that Japan is up a few percent. There is too much savings from the current baby boomers to see a major decline. This is the last great buying opportunity of the Century, Your going to see great returns for the next 20 years; especially in the semiconductor sector. Don't be mistaken, this is a significant period in history. The information age is here. Those of you who doubt will certainly be left out. I agree with much of what the market is doing to companies like Amazon and others, they are priced beyond possible growth and earnings. But our dear Semis are flush with cash and research and development assets that will yield great returns. I not sure of the bell weathers such as AMAT and NVLS, these seem to have been a bit over priced as the Yahoo and Amazons; but the SMTL and the BRKS and the VLSI are certainly cash flush, book value (share buy back) and profitability protected. Mitch P.S. I'm Not afraid of anything at this price, look at our Book Value and cash and P.E. What's to worry ? We have cash and profits and the future is ever bright.

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