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

To: Donald Wennerstrom who wrote (2152)	8/10/1998 3:50:00 PM
From: Joe Dancy	Read Replies (2) \| Respond to of 2754

Back from vacation. Noticed that this week's Barron's noted Martin Whitman of the Third Avenue Fund was quoted again saying how undervalued semi equipment sector was. He has been a big FSII fan in the past, although no companies were mentioned. Also, here is a quiz for you, Kent, and James. Which company has a higher calculated fair market value according to VectorVest - Amazon (AMZN) (trading at $116) or FSII (trading at $8.50)? The answer may be surprising: vectorvest.com Joe

To: Donald Wennerstrom who wrote (2152)	8/23/1998 12:23:00 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 2754

This is the update for the week ending 8/21. There were 9 stocks up, 3 the same and 29 down. The group loss for the week was 4 percent. 08/14/98 08/21/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE AFLX Adflex Solutions 6.56 7.00 7 MICN Micrion 7.56 8.00 6 BRKS Brooks Automation 9.00 9.50 6 PRIA Pri Automation 14.84 15.56 5 COHU Cohu 19.25 19.88 3 EGLS Electroglas 12.38 12.63 2 CFMT CFM Technologies 7.38 7.50 2 KLAC KLA Instruments 28.13 28.56 2 ETEC Etec System 32.00 32.25 1 LTXX LTX 2.88 2.88 0 TGAL Tegal 3.75 3.75 0 SMTL Semitool 8.00 8.00 0 TER Teradyne 21.50 21.25 -1 HELX Helix Technology 13.44 13.25 -1 UTEK Ultratech Stepper 21.00 20.63 -2 AMAT Applied Materials 31.13 30.50 -2 ASYT Asyst Technologies 13.94 13.63 -2 PHTN Photon Dynamics 2.81 2.75 -2 WJ Watkins Johnson 23.19 22.63 -2 SVGI Silicon Valley Group 12.88 12.56 -2 KLIC Kulicke & Soffa Industries 17.56 17.13 -2 CYMI Cymer 15.88 15.38 -3 NANO Nanometrics 7.50 7.25 -3 SFAM SpeedFAM 16.75 16.19 -3 CMOS Credence Systems 18.25 17.38 -5 IMSC Integrated Measurement Systems 7.63 7.25 -5 PLAB Photronics 18.00 17.00 -6 LRCX Lam Research 18.25 17.13 -6 NVLS Novellus Systems 36.38 34.00 -7 DPMI Dupont Photomasks 33.00 30.75 -7 MASK Align-Rite International 14.38 13.38 -7 IPEC Integrated Process Equipment 9.81 9.13 -7 GSNX Gasonics 6.75 6.25 -7 WFR MEMC Electronic Materials 8.88 8.06 -9 ASMLF ASM Lithography Holdings 27.00 24.38 -10 ATMI ATMI Inc 16.63 15.00 -10 VECO Veeco Instruments 34.25 29.63 -13 SFLX Smartflex Systems 7.25 6.25 -14 MTSN Mattson Technology 5.38 4.63 -14 ASEC Aseco 2.64 2.06 -22 FSII FSI International 8.19 6.19 -24 TOTALS 622 597 -4

To: Donald Wennerstrom who wrote (2152)	8/23/1998 12:36:00 PM
From: Donald Wennerstrom	Respond to of 2754

Another milestone was reached this past week. Not one that is very pleasant, but the group is now at its lowest point ever compared to last April 1997. It is now down 21 percent compared to the closing prices 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 06/19/98 638 -1 -16 06/26/98 675 6 -11 07/02/98 662 -2 -13 07/10/98 645 -3 -15 07/17/98 670 4 -12 07/24/98 622 -7 -18 07/31/98 625 0 -18 08/07/98 669 7 -12 08/14/98 622 -7 -18 08/21/98 597 -4 -21