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

To: Donald Wennerstrom who wrote (2188)	8/31/1998 6:49:00 PM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

Photomask makers are in theory a little more defensive than equipment makers like FSII. MASK is the Chrysler of the big three mask makers - the smaller company with less technical expertise, so is cheaper for a reason. PLAB and MASK are so cheap, but then again so is a lot of stuff. Saw Flextronics took a big hit today, and Amazon is off $22 a share, Dell off $19, Yahoo off $14. We've already taken the bullet here at FSII IMO, just waiting for the wound to heal. Joe PS - I did find a couple of positive articles recently: Is now the time to buy? nypostonline.com Long term buyer still bullish washingtonpost.com Tech bungee jumping techweb.com