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

To: Donald Wennerstrom who wrote (2002)	6/11/1998 11:02:00 AM
From: Kent Sarikaya	Read Replies (1) \| Respond to of 2754

NEW YORK, June 11 (Reuters) - Morgan Stanley analyst Jay Deahna said Thursday that 1998 semiconductor capital spending would decline more steeply than he previously forecast, based on much lower-than-expected utilization rates in the semiconductor industry. His latest forecast was for a spending decline of 20-to-22 percent. His previous forecast had been a decline of between 12 and 14 percent, Morgan Stanley said. May book-to-bill data for the industry is slated to be released June 16. ...this is me here... I can't believe how long this has been going on and it seems to keep on going? Could it be that computers are currently fast enough for businesses, that there isn't that need to upgrade as there was before. All around me people have purchased new computers and upgraded, me included. But perhaps the rest of the world is content with first generation pentiums <=133Mhz. But then you look at Dell and Compaq and they are doing so well, what is the problem? What is going to trigger the next move and when?

To: Donald Wennerstrom who wrote (2002)	6/12/1998 11:14:00 PM
From: Donald Wennerstrom	Respond to of 2754

Sure would have been nice to go short on any stock in the group on 4/24. You didn't even have to think about which one to short - no matter which one you picked, good money would have been made. And quess which stock is on the bottom. The only one I bought during this period and I went LONG!!!!! Not a pretty sight!! SEVEN 04/24/98 06/12/98 WEEK CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE WJ Watkins Johnson 26.75 24.50 -8 MTSN Mattson Technology 6.31 5.66 -10 MASK Align-Rite International 17.13 14.75 -14 NANO Nanometrics 9.88 8.25 -16 SVGI Silicon Valley Group 20.00 16.44 -18 FSII FSI International 11.56 9.50 -18 HELX Helix Technology 20.00 16.25 -19 IMSC Integrated Measurement Systems 11.00 8.88 -19 UTEK Ultratech Stepper 25.25 19.75 -22 AMAT Applied Materials 36.94 28.69 -22 CFMT CFM Technologies 11.63 9.00 -23 LTXX LTX 4.63 3.53 -24 EGLS Electroglas 16.50 12.50 -24 BRKS Brooks Automation 16.38 11.88 -27 KLIC Kulicke & Soffa Industries 22.50 15.88 -29 GSNX Gasonics 12.00 8.44 -30 COHU Cohu 35.50 24.88 -30 PHTN Photon Dynamics 5.00 3.50 -30 TGAL Tegal 5.50 3.81 -31 WFR MEMC Electronic Materials 14.81 10.00 -32 TER Teradyne 38.69 26.00 -33 SMTL Semitool 13.88 9.25 -33 LRCX Lam Research 31.25 20.56 -34 SFLX Smartflex Systems 10.81 7.00 -35 CMOS Credence Systems 28.25 18.25 -35 CYMI Cymer 23.56 15.00 -36 NVLS Novellus Systems 49.38 31.25 -37 DPMI Dupont Photomasks 51.63 32.50 -37 PLAB Photronics 33.25 20.50 -38 MICN Micrion 11.63 7.13 -39 SFAM SpeedFAM 30.00 18.38 -39 ASYT Asyst Technologies 22.63 13.78 -39 ASMLF ASM Lithography Holdings 48.00 29.13 -39 ASEC Aseco 6.63 4.00 -40 VECO Veeco Instruments 41.00 24.00 -41 KLAC KLA Instruments 42.75 24.94 -42 ETEC Etec System 57.25 33.38 -42 ATMI ATMI Inc 28.50 16.25 -43 IPEC Integrated Process Equipment 20.75 11.44 -45 PRIA Pri Automation 26.75 14.31 -47 AFLX Adflex Solutions 20.75 9.13 -56 TOTALS 967 642 -34

To: Donald Wennerstrom who wrote (2002)	6/12/1998 11:21:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

The following is an update of the group performance since 4/25/97. The close today was 16 percent below the close on 4/25/97. WEEKLY CUM CLOSING SUM PERCENT PERCENT PRICE CLOSING GAIN/ GAIN/ DATE PRICES LOSS LOSS 04/25/97 760 06/06/97 955 26 26 06/13/97 954 0 26 06/20/97 989 4 30 06/27/97 1009 2 33 07/04/97 1055 5 39 07/11/97 1136 8 49 07/18/97 1143 1 50 07/25/97 1199 5 58 08/01/97 1201 0 58 08/08/97 1284 7 69 08/15/97 1302 1 71 08/22/97 1432 10 88 08/29/97 1428 0 88 09/05/97 1461 2 92 09/12/97 1448 0 91 09/19/97 1460 1 92 09/26/97 1436 -2 89 10/03/97 1452 1 91 10/10/97 1452 0 91 10/17/97 1252 -14 65 10/24/97 1095 -13 44 10/31/97 1034 -6 36 11/07/97 1063 3 40 11/14/97 1006 -5 32 11/21/97 1023 2 35 11/28/97 962 -6 27 12/05/97 951 -1 25 12/12/97 767 -19 1 12/19/97 813 6 7 12/26/97 797 -2 5 01/02/98 843 6 11 01/09/98 759 -10 0 01/16/98 796 5 5 01/23/98 808 2 6 01/30/98 829 3 9 02/06/98 927 12 22 02/13/98 971 5 28 02/20/98 959 -1 26 02/27/98 1006 5 32 03/05/98 914 -9 20 03/13/98 903 -1 19 03/20/98 880 -3 16 03/27/98 908 3 19 04/03/98 947 4 25 04/10/98 900 -5 18 04/17/98 924 3 22 04/24/98 967 5 27 05/01/98 932 -4 23 05/08/98 913 -2 20 05/15/98 866 -5 14 05/22/98 805 -7 6 05/29/98 764 -5 1 06/05/98 723 -5 -5 06/12/98 642 -11 -16