Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kent Sarikaya who wrote (1831)	3/20/1998 10:57:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

This was another down week for the group. The spread was large, however, going from 17 to -20 percent. This makes for three negative weeks in a row. The ratio of down stocks to up stocks was nearly 3 to 1 with 9 stocks up and 25 stocks down. Three stocks had no change. The DOW went up 304 points this week, but semi-equips went down, down, down. Quite a few entities out there don't like them.<g> 03/13/98 03/20/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE IPEC Integrated Process Equipment 16.94 19.75 17 SFAM SpeedFAM 23.75 26.25 11 SUBM Submicron Systems 1.59 1.75 10 SMTL Semitool 13.13 14.13 8 PLAB Phototronics 25.88 26.75 3 TRKN Trikon Technologies 1.06 1.09 3 TGAL Tegal 5.38 5.50 2 ASYT Asyst Technologies 22.00 22.47 2 GGNS Genus 2.00 2.03 1 TER Teradyne 37.00 37.13 0 IMSC Integrated Measurement Systems 11.75 11.75 0 NANO Nanometrics 10.00 10.00 0 ETEC Etec System 53.94 53.63 -1 LRCX Lam Research 27.19 26.94 -1 SVGI Silicon Valley Group 20.44 20.25 -1 WJ Watkins Johnson 27.25 26.88 -1 FSII FSI International 11.81 11.63 -2 KLAC KLA Instruments 38.25 37.63 -2 UTEK Ultratech Stepper 21.75 21.38 -2 PHTN Photon Dynamics 3.31 3.25 -2 AMAT Applied Materials 33.88 33.25 -2 VECO Veeco Instruments 31.44 30.63 -3 LTXX LTX 5.16 5.00 -3 BRKS Brooks Automation 15.00 14.50 -3 CMOS Credence Systems 26.63 25.56 -4 EGLS Electroglas 16.75 16.06 -4 COHU Cohu 37.25 35.63 -4 NVLS Novellus Systems 42.94 40.81 -5 WFR MEMC Electronic Materials 15.81 15.00 -5 ASEC Aseco 8.25 7.63 -8 KLIC Kulicke & Soffa Industries 24.13 22.13 -8 GSNX Gasonics 12.63 11.50 -9 PRIA Pri Automation 27.38 24.91 -9 CFMT CFM Technologies 16.38 14.88 -9 HELX Helix Technology 20.75 18.56 -11 MICN Micrion 12.88 11.00 -15 MTSN Mattson Technology 8.38 6.69 -20 TOTALS 730 714 -2

To: Kent Sarikaya who wrote (1831)	3/21/1998 1:12:00 PM
From: Debt Free	Read Replies (1) \| Respond to of 2754

Kent, It is not the BIG BOYS that is for sure. I was wondering the same thing myself when I posted this on the AMAT thread Message 3746787 ================================================================ Tuesday, Mar 17 1998 11:08PM EST Reply # of 18038 Thread, I am looking for understanding with the following table: Current 52 Week Price High High ---------- -------- --------- NASDAQ $1,779 $1,788.00 -1% AMAT $33.31 $54.18 -39% SEG $21.56 $54.13 -60% INTC $76.34 $102.00 -25% CSCO $64.56 $68.50 -6% MSFT $80.38 $86.00 -7% AMGN $60.22 $69.38 -13% DELL $62.31 $71.94 -13% MCIC $48.91 $49.00 0% WCOM $43.00 $43.00 0% SUNW $43.91 $53.31 -18% The NASDAQ is just barely off of its high, yet except for MCIC & WCOM, most of the above stocks are noticeably off of their high. Where is all of the strength coming from? TIA ================================================================ Here is the only response that I got Message 3766806 Hope that this helps. I know that it is not a lot and I am still looking for add'l info on this. Doug.

To: Kent Sarikaya who wrote (1831)	3/22/1998 12:17:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

Kent, I tried to do a little research on your question - what is driving the NASDAQ these days. I approached the issue by deciding to look for those stocks that have been doing very well the past three to four months. I found quite a few that have doubled or better in that period. (Sure wish I had owned some of those<g>) This list below is not intended to be anywhere near complete, but rather a sampling of what I found. I'll list the stock symbol, the stock name, the generic business they are in if appropriate, and the dollar value about 3 months ago and the recent value. BVSN Broadvision, Inc (Internet provider) 6 to 16 ELNK Earthlink Network (Internet provider) 20 to 55 MSPG Mindspring Enterprises (Internet provider) 30 to 60 ACAI Atlantic Coast Airline 25 to 50 HMSY Health Management System 6 to 13 IIXC IXC Communications (Long distance provider) 30 to 60 MAST Mastech Corporation (Information Technology Provider) 30 to 60 IMRS Information Management (Applications Software) 26 to 55 AAPL Apple Computer (How about that?) 13 to 27 Looking at this data, it indicates that internet providers, airlines, health care, communications, information technology, applications software and Apple Computer are driving this market.<g> Not a very scientific or well researched answer I agree, but there may be some truth to it. It is certainly not the semi-equip stocks I am in.