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

To: Kent Sarikaya who wrote (1859)	4/3/1998 10:42:00 PM
From: Donald Wennerstrom	Respond to of 2754

The semi-equips continued their winning ways this week with a 4 percent increase. Last week was the first winning week after 3 weeks of losses. There were 25 gainers, 7 losers, and 5 unchanged. Two stocks, IMSC and KLIC (there may have been more) announced less than expected results for the coming quarter(s). They were among the losers for the week, but it did not appear to negatively affect the other stocks. ONE 03/27/98 04/03/98 WEEK CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE TRKN Trikon Technologies 1.00 1.16 16 SFAM SpeedFAM 25.00 28.94 16 CMOS Credence Systems 25.88 29.75 15 VECO Veeco Instruments 34.63 38.75 12 LRCX Lam Research 28.25 31.31 11 PLAB Phototronics 26.13 28.75 10 UTEK Ultratech Stepper 20.75 22.75 10 IPEC Integrated Process Equipment 19.25 20.75 8 GGNS Genus 2.22 2.38 7 PRIA Pri Automation 25.66 27.38 7 SVGI Silicon Valley Group 19.50 20.69 6 AMAT Applied Materials 35.38 37.50 6 ASYT Asyst Technologies 23.56 24.88 6 GSNX Gasonics 10.38 10.88 5 NVLS Novellus Systems 43.69 45.63 4 WFR MEMC Electronic Materials 15.56 16.25 4 ETEC Etec System 57.75 60.00 4 TGAL Tegal 6.75 7.00 4 EGLS Electroglas 15.56 16.13 4 HELX Helix Technology 19.19 19.63 2 PHTN Photon Dynamics 3.38 3.44 2 KLAC KLA Instruments 37.81 38.44 2 COHU Cohu 38.25 38.75 1 FSII FSI International 11.19 11.31 1 NANO Nanometrics 9.88 9.94 1 TER Teradyne 40.81 40.88 0 SUBM Submicron Systems 1.81 1.81 0 ASEC Aseco 7.81 7.81 0 MTSN Mattson Technology 6.63 6.63 0 MICN Micrion 11.13 11.13 0 WJ Watkins Johnson 27.69 27.44 -1 BRKS Brooks Automation 15.50 15.19 -2 KLIC Kulicke & Soffa Industries 21.75 20.75 -5 LTXX LTX 5.06 4.81 -5 SMTL Semitool 13.06 12.25 -6 CFMT CFM Technologies 14.63 13.63 -7 IMSC Integrated Measurement Systems 12.09 10.75 -11 TOTALS 735 765 4

To: Kent Sarikaya who wrote (1859)	4/4/1998 11:20:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

Martin Whitman and the Third Avenue Value fund and his related entities own almost 20% of the outstanding shares now. This guy has been around a long time, and has consistently beat the market with his long term value based selection criteria looking for growth. Unlike most overpaid mutual fund gunslingers this guy is a find a good company that is undervalued, buy it, and hold type of investor. Portfolio turnover is very low last I looked. Our type of guy. I can't tell from this 13 G/A filing whether they are increasing or decreasing their holdings - I have a feeling last I looked they owned an interest here but not 20%, but need to get into another data base off the internet I use to check that ownership. freeedgar.com By the way, if you check out a few of the links on the Edgar page you can sign up to have all SEC filings on companies in your portfolio e-mailed to you the day of the filing, for free. Has been a neat service, you can really keep up with what is going on. Joe