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Technology Stocks : FSII - The Worst is Over? -- Ignore unavailable to you. Want to Upgrade?

To: Joe Dancy who wrote (2591)	1/22/2000 3:53:00 PM
From: MikeyT	Respond to of 2754

Joe, What's your take on the recent runup? Takeover? At last check FSII was still losing money while others like SVGI and SMTL has turn the corner. BTB has been consistantly above 1 all of last year and yet FSII still loses money. When is all this going to change? I own SMTL and SVGI but haven't bought any FSII since I last sold out of it couple years ago when it was ~ $22-23. As far I know, FSII still use inferior polished stainless on their Polaris line. They had ample time to change but didn't. Strange company! Mike

To: Joe Dancy who wrote (2591)	1/22/2000 6:05:00 PM
From: Donald Wennerstrom	Respond to of 2754

Joe, Good to hear from you! I'm happy to hear you think there might be more "legs" left on FSII. It is sure looking good right now. It's about time for those of us who have "kept the faith" over the last 3 to 4 years. We deserve it!!<gg> I checked out the reference you listed. I didn't take the time yet to listen to the audio, but I did read the article. One of the stocks Soto likes is SFAM. I'm glad to hear that - right now its one of my favorites and I own some shares. You're right about the stats. The semi-equips "turned around" in Sept and October 1998 and they have never looked back. The gain in prices and change upward in evaluation ratios has been astounding. This is much more enjoyable.:)

To: Joe Dancy who wrote (2591)	1/22/2000 6:49:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

Joe, SB and Others, As a group, the semi-equips made a "reversal" on 8 October 1998 - a little over 15 months ago. There have been some"squiggles" along the way, but over the long term, and as a group ignoring individual stocks, the group has never looked back. The data shown below covering the period 9 October 1998 to yesterday's close is astounding. The group gain over that period is 451 percent while the SOX-X is up 300 percent. SB, you will get a kick out of this - UTEK is the only loser in the group with a loss of 6 percent - the same 6 percent loss as you noted previously during the last 2 weeks. Who among you who are reading this post would have guessed PHTN and LTXX would be the big winners over this period. Both of them are up over 2000 percent! But you didn't have to be a stock picker to make money. All you had to do was invest your money in October 1998 in the "group index" and walk away - no sweat about what to buy and sell, etc, - just come back today and pick up your gains. As an example, investing $200K in Oct 98 and coming back today you would collect over $1.1M dollars. Not bad for 15 months and not having to "lift a finger". And a further point is - the good times are not done yet! Don W. 10/09/98 1/21/00 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE PHTN Photon Dynamics 2.38 62.63 2532 LTXX LTX 1.28 33.13 2488 ASYT Asyst Technologies 6.19 89.63 1348 LRCX Lam Research 9.91 138.94 1302 MTSN Mattson Technology 2.75 31.88 1059 ASML ASM Lithography Holdings 13.63 139.00 920 CMOS Credence Systems 10.06 97.50 869 GSNX Gasonics 3.63 29.25 706 TER Teradyne * 9.00 72.38 704 CYMI Cymer 8.00 60.88 661 PRIA Pri Automation 10.63 79.56 648 HELX Helix Technology 8.63 58.00 572 NVLS Novellus Systems * 7.69 51.56 571 ASEC Aseco 0.75 5.00 567 COHU Cohu 7.69 46.00 498 AMAT Applied Materials * 23.63 141.25 498 BRKS Brooks Automation 8.63 51.13 492 WFR MEMC Electronic Materials 3.50 19.00 443 TGAL Tegal 1.50 7.91 427 SMTL Semitool 5.00 26.00 420 KLAC KLA Instruments * 12.50 64.25 414 NANO Nanometrics 4.81 23.63 391 KLIC Kulicke & Soffa Industries 11.56 56.00 384 ETEC Etec System 20.25 87.06 330 FSII FSI International 4.63 18.00 289 EGLS Electroglas 9.25 33.44 262 SVGI Silicon Valley Group 6.88 24.78 260 ATMI ATMI Inc 11.38 36.56 221 PLAB Photronics 11.00 33.84 208 IMSC Integrated Measurement Systems 5.75 17.00 196 MASK Align-Rite International 8.88 24.88 180 DPMI Dupont Photomasks 19.31 53.88 179 VECO Veeco Instruments 24.75 49.63 101 CFMT CFM Technologies 6.63 11.50 73 SFAM SpeedFAM 10.13 16.63 64 UTEK Ultratech Stepper 15.38 14.53 -6 TOTALS 327.56 1806.24 451 SOX-X Phili Semiconductor Index 200.80 804.15 300 * Component of 16 stock SOX-X Index