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

To: Alan Edgett who wrote (1872)	4/8/1998 2:10:00 PM
From: Joe Dancy	Read Replies (2) \| Respond to of 2754

I second your comments on Don's stats. For what it is worth I did a couple days worth of research on what is going on in Japan and have come up with the following: techstocks.com Other articles indicate money is flowing like a "tidal wave" from overseas into our markets: members.aol.com If Japan does not sink into a deflationary spiral the flow of money to our markets may be quite impressive. IMO this is a political problem - they have the resources to fix the problem just as we had the resources to fix the S&L problem a decade ago - and the political pressure is building on Japan's leaders both from within and from overseas. Joe

To: Alan Edgett who wrote (1872)	4/8/1998 11:18:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

This is a stock I decided some time ago to hold for the long term. I bought in June of 96 - won't be long until it is 2 years ago. I have held steady since then. It is awards that FSII receives, like today, that gives me some hope for the future. They didn't know it at the time, but when they added extensively to their facility base to enable a $600M company, the orders started drying up. The present load of carrying this excess capacity, along with their spending of approximately $40M for R&D each year (which they obviously must do to be competitive), has really kept their profits down. This is one company that needs to double in revenue (at least 1.5 times todays levels) to become really profitable. I think they can do it, but it probably won't be until 1999, or later. If it goes below 10, I will probably buy some more. Don W.