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

To: Kent Sarikaya who wrote (2003)	6/11/1998 4:33:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

Sorry Kent, we are all going back to the stone age. :) Asia and Japan have just stoned technology stocks - the Philadelphia Semiconductor index is down 25% in the last 7 weeks - while the Russell 2000 is down only 9% (and the S&P 500 only 4%). Uncertainty = risk = lower prices. This really has ground my portfolio into hamburger lately - but these are good companies and will recover. Over time things will recover with the larger wafers and the smaller features - and once some of this equip hits the fab everyone will be in a race to upgrade. But hey, what do I know. Joe