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

To: Donald Wennerstrom who wrote (1729)	1/24/1998 5:10:00 AM
From: ccryder	Read Replies (1) \| Respond to of 2754

It is refreshing to see that FSII is in the middle of the pack for the most recent listing.

To: Donald Wennerstrom who wrote (1729)	1/27/1998 11:16:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

Book to bill in December fell to 0.97 Don according to SEMI, but shipments and orders are still over 60% higher than year earlier levels. Business Week and Barron's both had some positive notes from value players on the equipment industry, although Business Week also had some guy saying to avoid the sector. Long term we will do OK, in fact real well, I'm still convinced. Here's a neat chart I made with the business software on my new Dell laptop, and my analysis of what is going on for what it is worth - members.aol.com - I'm like a kid with a new toy now -g- Best - Joe

To: Donald Wennerstrom who wrote (1729)	1/30/1998 9:19:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 2754

Don: 1. Any way you could add CYMI to your list? 2. Is there any way to determine what companies, if any, have closed below their lows in the winter/spring of 1997 during this leg down? 3. A written transcript of the last cc is available from FSII IR if you request it. 4. I have been trading FSII (long) the past few weeks and have no current position. FWIW, longs should take note of the increased short position off the lows during January. viwes.com

To: Donald Wennerstrom who wrote (1729)	1/31/1998 5:49:00 PM
From: Donald Wennerstrom	Respond to of 2754

This week saw another small gain for the group of 2 percent. The "spread" between the winners and the losers is still very high. Some of this averages out over several weeks, but nevertheless, good stock picking is needed to make good money in this market so far this year. 01/23/98 01/30/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE TRKN Trikon Technologies 1.38 1.66 20 MICN Micrion 12.13 13.63 12 NVLS Novellus Systems 32.59 36.06 11 PRIA Pri Automation 24.88 27.50 11 BRKS Brooks Automation 14.88 16.25 9 GSNX Gasonics 10.75 11.63 8 AMAT Applied Materials 30.56 32.81 7 LTXX LTX 4.88 5.19 6 VECO Veeco Instruments 21.25 22.50 6 TER Teradyne 37.63 39.50 5 COHU Cohu 41.25 43.00 4 FSII FSI International 11.56 11.94 3 NANO Nanometrics 8.25 8.50 3 WFR MEMC Electronic Materials 16.44 16.88 3 KLIC Kulicke & Soffa Industries 19.75 20.25 3 PLAB Phototronics 22.50 23.00 2 SMTL Semitool 12.50 12.75 2 UTEK Ultratech Stepper 20.13 20.50 2 SVGI Silicon Valley Group 22.13 22.38 1 HELX Helix Technology 19.00 19.13 1 MTSN Mattson Technology 7.16 7.19 0 ETEC Etec System 41.63 41.50 0 KLAC KLA Instruments 37.63 37.50 0 CMOS Credence Systems 25.50 25.38 0 WJ Watkins Johnson 25.31 25.00 -1 ASEC Aseco 9.75 9.63 -1 LRCX Lam Research 23.25 22.81 -2 GGNS Genus 2.75 2.69 -2 IPEC Integrated Process Equipment 15.13 14.63 -3 EGLS Electroglas 15.00 14.50 -3 TGAL Tegal 4.69 4.50 -4 IMSC Integrated Measurement Systems 13.75 13.13 -5 SFAM Speed Family 25.75 23.81 -8 ASYT Asyst Technologies 25.50 22.88 -10 CFMT CFM Technologies 16.44 14.75 -10 PHTN Photon Dynamics 3.19 2.75 -14 SUBM Submicron Systems 1.94 1.63 -16 TOTALS 679 689 2 As usual, but not always, FSII is kind of in the middle of the pack. It was doing pretty good until Friday. But thats our stock, it can't stand prosperity!