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

To: Donald Wennerstrom who wrote (2204)	9/4/1998 10:48:00 PM
From: Kent Sarikaya	Read Replies (1) \| Respond to of 2754

It's good to see FSII on top, yeah!!! I hope you and Joe saw WSW tonight. I was laughing so hard at Lou's walk-in. Ralph Accampura was on too. I watch that show and always get reassured. Also saw Peter Lynch last night and he said what he always says, but ti makes sense. His biggest money making stocks paid off big 3 to 5 years out not in 2 to 3 days. Like Ralph A. said, I think we need to go sideways test the lows and then we will be ready. There is no place else to put money, interest rates are low, inflation risk is very low ny the end of the year we will start moving. I don't think we'll have new highs in 1999, but we will be more than half way up and probably in the first half of 2000 see new highs in many of these stocks.

To: Donald Wennerstrom who wrote (2204)	9/5/1998 12:38:00 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 2754

This one shows comparison of Friday's closing price compared to the highs of each stock for 1997 and 1995. The percent change is computed using the 1997 high and Friday's closing price. The percent change for the group is -70 percent. I added another line as well, which removes the three stocks that did not have 1995 prices. This shows the group down 72 percent. In the bottom of the table there are 17 stocks with losses greater than 75 percent. This means, of course, these stocks are less than 25 percent of their high value in 1997. Eight of those 17 stocks had 1997 highs that did not equal their 1995 highs. Only one company, WJ, has not lost over 50 percent of its value since 1997. Only 11 of the 41 stocks have not lost over two thirds of their value since last year. The table shows how all of these stocks move together. Even investing in the large cap stocks in the group is no protection. When, and if, the group finally does recover, every stock will increase in price. Just get out your dart board to make your selection - no need to try and figure out which one is the right one to pick based on merit. 1995 1997 09/04/98 HIGHEST HIGHEST CLOSE PERCENT SYMBOL COMPANY PRICE PRICE PRICE CHANGE WJ Watkins Johnson 56.25 37.25 20.25 -46 UTEK Ultratech Stepper 46.75 34.38 16.00 -53 MASK Align-Rite International 18.00 24.00 10.63 -56 AMAT Applied Materials 29.56 54.00 23.75 -56 PLAB Photronics 20.24 31.38 13.69 -56 ETEC Etec System 9.17 67.13 29.25 -56 NVLS Novellus Systems 43.19 64.69 25.00 -61 DPMI Dupont Photomasks 72.00 27.25 -62 SFLX Smartflex Systems 18.75 17.50 6.38 -64 ASMLF ASM Lithography Holdings 14.00 52.88 18.63 -65 VECO Veeco Instruments 29.13 72.50 25.19 -65 TER Teradyne 42.00 58.75 18.56 -68 NANO Nanometrics 10.13 13.63 4.25 -69 ATMI ATMI Inc 15.44 41.75 13.00 -69 HELX Helix Technology 27.00 32.19 10.00 -69 IMSC Integrated Measurement Systems 16.50 20.00 6.00 -70 COHU Cohu 35.75 56.00 16.75 -70 KLAC KLA Instruments 46.91 75.63 22.25 -71 EGLS Electroglas 39.75 35.25 9.75 -72 PHTN Photon Dynamics 12.00 8.38 2.31 -72 FSII FSI International 37.75 23.19 6.31 -73 SVGI Silicon Valley Group 48.38 37.75 10.25 -73 CMOS Credence Systems 40.25 54.13 13.88 -74 TGAL Tegal 13.88 11.25 2.88 -74 CYMI Cymer 48.75 11.25 -77 MICN Micrion 16.00 27.50 6.25 -77 SMTL Semitool 36.00 26.88 6.00 -78 MTSN Mattson Technology 31.13 16.00 3.44 -79 PRIA Pri Automation 22.38 58.50 12.38 -79 BRKS Brooks Automation 24.00 39.69 8.25 -79 KLIC Kulicke & Soffa Industries 44.38 57.25 11.88 -79 ASYT Asyst Technologies 26.50 47.25 9.75 -79 LTXX LTX 14.00 8.19 1.69 -79 SFAM SpeedFAM 18.25 60.38 11.38 -81 GSNX Gasonics 26.83 23.06 4.25 -82 LRCX Lam Research 71.75 66.31 11.75 -82 IPEC Integrated Process Equipment 54.50 37.19 6.25 -83 CFMT CFM Technologies 40.50 6.13 -85 WFR MEMC Electronic Materials 38.25 38.75 5.50 -86 AFLX Adflex Solutions 31.13 28.50 3.88 -86 ASEC Aseco 21.88 18.88 1.31 -93 TOTALS 1092 1602 474 -70 1092 1441 409 -72