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

To: H James Morris who wrote (1657)	12/17/1997 8:57:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

H James: Interesting that you mention SFAM - I ran my screens on Zack's last weekend looking for undervalued growth, and narrowed a list of around 4,000-5,000 stocks to 25 or so - and one of the "survivors" was SFAM, along with one of my favorites Align Rite (MASK) and another mask maker DuPont Photomasks (DPMI). Of course Kulike & Soffa also made the list, with contract manufacturer Hadco, and Gasonics, and Richey Electronics. FSII did not make the list, unfortunately, but I still like the company a lot at these prices. I felt like a kid in the candy super-store with only a dime to spend. I did find one gem that was not an electronics related company - they are into medical diagnostics, that I may pile into depending on further research. In general there are a lot of things that are undervalued here - which to me means that long term they should do well as a group as performance and the financial ratios revert to the mean. Best - Joe

To: H James Morris who wrote (1657)	12/17/1997 4:05:00 PM
From: Sparky65	Read Replies (1) \| Respond to of 2754

H James Morris, nice pick on SFAM. I have been watching that one and got real interested at $20. Now at $24, I am a little bummed. I bought ETEC and AMAT instead. They have not done as well as SFAM. I am not buying FSI right now. Looking at the PE versus some of the other equipment manufactures makes me a little cautious on the stock. Although, I believe it is a good company, I would rather own stocks like KLAC and AMAT. Does anyone out there know what FSI's exposure is to the Asian markets? That obviously could make a big difference.