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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sampat Saraf who wrote (11497)	9/8/2003 3:27:47 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95616

Sampat, I can't advise you on what to buy in the future, but I can point out some things that have happened in the past that may help you to make up your own mind on future purchases. A good place to start is the table I recently published: Message 19272172 This particular post has 1 table with 3 different "sorts" that show past performance of stocks in the Group. One thing to note, since last October LTXX is up 348 percent, FSII is up 86 percent and MTSN is up 264 percent. As you noted, MTSN has been moving up quite well lately. From a longer term point of view, from Oct 98 to the present, LTXX is up 1038 percent, FSII is up 4 percent, and MTSN is up 118 percent. Will this type of performance for the nearly past 5 years hold up in the future, or will it change substantially? That is something you will have to decide. In a rising market as we have had lately, all stocks in the Group tend to go up - some obviously a lot more than others. The smaller stocks that had large price decreases during the past down turn now tend to go up with large percentage price increases in the present environment. I hope you have good luck with whatever stocks you decide to buy. Don

To: Sampat Saraf who wrote (11497)	9/8/2003 4:01:52 PM
From: The Ox	Respond to of 95616

fwiw, I bought some FSII between 4.43 and 4.5 during the last drop based mostly on the fact that they have restructured (like most of the others in this sector) and the market hasn't given them the attention(or credit). Other companies have seen their revenues decline worse than FSII and most of them have tripled (or more) from their lows. They report near the end of September, so if you are risk adverse, I would suggest listening in on the conference call before buying. That would be the safest play but you might see the stock continue to move north during the wait. FSII is a much smaller company than MTSN or LTXX, which is one of the main reasons why the market hasn't noticed FSII (in my opinion).