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

To: Donald Wennerstrom who wrote (1739)	2/1/1998 9:02:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

Thanks for the stats again Don. Here's an interesting article provided by Ian Stromberg on another semi thread dealing with the equipment demand outlook - they "still see growth" according to the article, with pressure on everyone "to keep investing in 1998" to maintain the technological edge: techweb.cmp.com Interesting to see how many of the equipment companies have projected long term growth rates in excess of 20% with price to book ratios well below 2.0 while carrying no or very little debt. A sector where a value oriented growth investor could have a field day. Best - Joe