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

To: Donald Wennerstrom who wrote (1882)	4/12/1998 2:17:00 PM
From: Donald Wennerstrom	Respond to of 2754

The week closing on 9 January was the low point this for the group as a whole. However, until the close this past week there have been some big changes within the group, some positive and some negative. While the group as a whole gained 20 percent over this period, the individual stocks performed as shown. 01/09/98 04/10/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE VECO Veeco Instruments 21.88 37.00 69 DPMI Dupont Photomasks 28.50 41.88 47 NVLS Novellus Systems 29.81 42.38 42 ASMLF ASM Lithography Holdings 62.63 88.56 41 CYMI Cymer 15.25 21.38 40 ETEC Etec System 39.63 54.63 38 PLAB Photronics 20.81 28.63 38 IPEC Integrated Process Equipment 14.75 20.19 37 TGAL Tegal 4.50 6.00 33 ATMI ATMI Inc 21.50 28.50 33 PHTN Photon Dynamics 2.75 3.56 29 TER Teradyne 29.31 37.69 29 LRCX Lam Research 22.75 29.06 28 AFLX Adflex Solutions 14.88 19.00 28 AMAT Applied Materials 28.00 34.75 24 KLIC Kulicke & Soffa Industries 16.63 20.00 20 COHU Cohu 29.81 35.13 18 MASK Align-Rite International 13.00 15.25 17 NANO Nanometrics 8.50 9.94 17 ASYT Asyst Technologies 19.72 23.06 17 UTEK Ultratech Stepper 18.75 21.88 17 EGLS Electroglas 14.88 16.88 13 WJ Watkins Johnson 24.00 26.81 12 SFLX Smartflex Systems 9.00 9.75 8 KLAC KLA Instruments 34.75 37.13 7 SFAM SpeedFAM 25.75 27.50 7 HELX Helix Technology 18.16 19.38 7 PRIA Pri Automation 24.13 25.38 5 GSNX Gasonics 10.63 11.13 5 CMOS Credence Systems 25.09 25.75 3 LTXX LTX 4.41 4.38 -1 SVGI Silicon Valley Group 19.81 19.50 -2 FSII FSI International 11.56 11.31 -2 SMTL Semitool 13.13 12.25 -7 WFR MEMC Electronic Materials 16.94 15.69 -7 BRKS Brooks Automation 14.81 13.63 -8 MTSN Mattson Technology 7.16 6.56 -8 ASEC Aseco 9.00 7.88 -12 CFMT CFM Technologies 15.75 13.38 -15 IMSC Integrated Measurement Systems 14.00 11.00 -21 MICN Micrion 13.88 10.75 -23 TOTALS 790 945 20

To: Donald Wennerstrom who wrote (1882)	4/12/1998 2:27:00 PM
From: Joe Dancy	Read Replies (2) \| Respond to of 2754

Thanks Don. A while back on another board members were discussing how cheap (undervalued) MEMC was - and how you can play that stock with LEAPS to maximize/leverage your gains (or losses). Losses should be limited due to the valuation which appears rock bottom. I looked at it real close and held off - and MEMC has not gone anywhere in the meantime - but the company produces something like 25 or 33% of the worlds silicon, maybe an even higher percentage - and the demand is not going backward. Anyone here got an opinion on that strategy for that company? Thanks again for your efforts. Joe