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

To: Joe Dancy who wrote (2153)	8/10/1998 4:13:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

I don't know who the analyst is here, but glad they like semiconductors since that will foreshadow some movement with equipment companies at some point IMO: ************ RESEARCH ALERT - Semiconductor companies started NEW YORK, Aug 7 (Reuters) - Credit Suisse First Boston said Friday its analyst Alan Rieper started coverage of the following semiconductor companies: Xilinx Inc. started with a strong buy. Maxim Integrated Products Inc. started with a strong buy. Linear Technology Corp. started with a strong buy. Cypress Semiconductor Corp. started with a buy. STMicroelectronics NV started with a strong buy, Lattice Semiconductor Corp. started with a buy. Microchip Technology Inc. started with a strong buy.

To: Joe Dancy who wrote (2153)	8/20/1998 11:54:00 PM
From: Mitchell	Read Replies (1) \| Respond to of 2754

Where is everybody ??? This is starting to get VERY interesting ! Any news, rumors, insight ? FSII is sitting here with all this surplus capacity and the market has punished them severly for making this investment at this time. I wonder what it all means ? Seems to me the future is still very bright, as this industry is just getting up to speed. The Wired World is going to need lots of products and the technology is always changing. I'm getting excited and getting ready to go VERY LONG HERE ! Mitch P.S. See BRKS & SMTL holding up well. Good value play !