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

To: Donald Wennerstrom who wrote (1900)	4/18/1998 8:03:00 AM
From: Joe Dancy	Read Replies (2) \| Respond to of 2754

Hard to believe the extent some of the companies are down from their highs Don. I remember a year or so ago looking at Mattson since Micheal Murphy and the Cal Tech Letter were pushing it - and it was selling at $15 if I recall - now it is $6 and change if I read your chart correctly. At these prices I think some of the downside risk has been eliminated in part by the low price ot book of FSII; and the bad news seems to be all over the place - which could be a buying opportunity. Your charts have convinced me that in this sector adjusting your portfolio to reflect price spikes and valleys may make more sense than in most other sectors - which is sort of contrary to my buy and hold a good company forever philosophy. Look at all the money I left on the table by not selling some of my FSII at $23, while others sold and used the money to vacation in Europe (TaffyII are you still around?). Then again, I did not have to pay taxes on the gains :). Kent's article did not make my morning - book to bill at 0.80. I expected it below 1.00 but well above 0.80. Any comments on the book to bill? Joe