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

To: Donald Wennerstrom who wrote (1719)	1/18/1998 12:01:00 PM
From: H James Morris	Respond to of 2754

CHELMSFORD, Mass., Jan 16 (Reuters) - Brooks Automation Inc said Friday it expects to report first quarter revenues of about $24.6 million, below the range of $28 million to $30 million previously estimated. Shipment delays to Asian customers resulting from the current economic conditions in that region and the company's delays in new product shipments to other customers were the primary reasons for the reduced revenues, Brooks said in a news release. The company expects to announce results for the first quarter on January 22. Brooks supplies robots, software controls and tool platforms to semiconductor, data storage and flat panel display manufacturers. I just picked this up this morning. I guess they halted trading in Brks, for a while last fri. As Fsii said and Brks now, look out. The sidelines might be the best place the watch this sector unwind.

To: Donald Wennerstrom who wrote (1719)	1/23/1998 10:54:00 PM
From: Donald Wennerstrom	Respond to of 2754

This week there was quite a spread between the winners and the losers but the average of the group only went up 2 percent. 01/16/98 01/23/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASYT Asyst Technologies 21.25 25.50 20 COHU Cohu 36.75 41.25 12 TER Teradyne 33.56 37.63 12 TRKN Trikon Technologies 1.25 1.38 10 KLIC Kulicke & Soffa Industries 18.06 19.75 9 SVGI Silicon Valley Group 20.31 22.13 9 PLAB Phototronics 20.81 22.50 8 CMOS Credence Systems 23.88 25.50 7 EGLS Electroglas 14.38 15.00 4 NVLS Novellus Systems 31.25 32.59 4 LTXX LTX 4.69 4.88 4 GSNX Gasonics 10.38 10.75 4 FSII FSI International 11.19 11.56 3 AMAT Applied Materials 29.75 30.56 3 WJ Watkins Johnson 24.69 25.31 3 UTEK Ultratech Stepper 19.69 20.13 2 KLAC KLA Instruments 36.94 37.63 2 IPEC Integrated Process Equipment 15.00 15.13 1 PRIA Pri Automation 25.00 24.88 -0 ETEC Etec System 42.38 41.63 -2 PHTN Photon Dynamics 3.25 3.19 -2 LRCX Lam Research 23.75 23.25 -2 SFAM Speed Family 26.50 25.75 -3 HELX Helix Technology 19.63 19.00 -3 IMSC Integrated Measurement Systems 14.38 13.75 -4 MTSN Mattson Technology 7.50 7.16 -5 VECO Veeco Instruments 22.31 21.25 -5 NANO Nanometrics 8.69 8.25 -5 CFMT CFM Technologies 17.50 16.44 -6 TGAL Tegal 5.00 4.69 -6 ASEC Aseco 10.50 9.75 -7 SMTL Semitool 13.56 12.50 -8 GGNS Genus 3.00 2.75 -8 BRKS Brooks Automation 16.50 14.88 -10 WFR MEMC Electronic Materials 18.50 16.44 -11 SUBM Submicron Systems 2.19 1.94 -11 MICN Micrion 13.75 12.13 -12 TOTALS 668 679 2

To: Donald Wennerstrom who wrote (1719)	1/23/1998 11:19:00 PM
From: Donald Wennerstrom	Read Replies (4) \| Respond to of 2754

The week closing 12 December saw a 20 percent drop in the group from the previous Friday's close. Comparing the prices on 12/12 with the closing prices today shows the following: 12/12/97 01/23/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE TER Teradyne 27.38 37.63 37 COHU Cohu 30.69 41.25 34 CMOS Credence Systems 19.50 25.50 31 SFAM Speed Family 19.88 25.75 30 ASYT Asyst Technologies 21.13 25.50 21 PLAB Phototronics 19.06 22.50 18 AMAT Applied Materials 26.13 30.56 17 ETEC Etec System 35.88 41.63 16 BRKS Brooks Automation 12.88 14.88 16 ASEC Aseco 8.56 9.75 14 GSNX Gasonics 9.50 10.75 13 KLIC Kulicke & Soffa Industries 17.88 19.75 10 KLAC KLA Instruments 34.31 37.63 10 NVLS Novellus Systems 29.88 32.59 9 UTEK Ultratech Stepper 18.75 20.13 7 CFMT CFM Technologies 15.38 16.44 7 VECO Veeco Instruments 19.88 21.25 7 SVGI Silicon Valley Group 20.94 22.13 6 EGLS Electroglas 14.50 15.00 3 WFR MEMC Electronic Materials 16.13 16.44 2 IPEC Integrated Process Equipment 15.00 15.13 1 HELX Helix Technology 18.88 19.00 1 LTXX LTX 4.88 4.88 0 PHTN Photon Dynamics 3.25 3.19 -2 SMTL Semitool 12.75 12.50 -2 TRKN Trikon Technologies 1.41 1.38 -2 WJ Watkins Johnson 25.88 25.31 -2 MTSN Mattson Technology 7.63 7.16 -6 LRCX Lam Research 25.63 23.25 -9 PRIA Pri Automation 28.38 24.88 -12 TGAL Tegal 5.38 4.69 -13 SUBM Submicron Systems 2.25 1.94 -14 NANO Nanometrics 9.63 8.25 -14 FSII FSI International 13.75 11.56 -16 IMSC Integrated Measurement Systems 16.75 13.75 -18 GGNS Genus 3.44 2.75 -20 MICN Micrion 16.00 12.13 -24 TOTALS 629 679 8 That is a period of 6 weeks. There are at least 2 stocks including TER and COHU that have gained over 30 percent during this period. It shows that even in this market good money can be made if you pick the right stocks. The average only was up 8 percent over the period. And then of course, there is FSII, down 16 percent for the period. This is "true love" when I keep my money invested in a stock like that!!!<g>