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

To: Kent Sarikaya who wrote (2304)	11/12/1998 8:30:00 AM
From: Joe Dancy	Read Replies (1) \| Respond to of 2754

Articles that are actually positive :) on the sector: *** Computer chip sales are expected to rebound next year, rising 9 percent after a dizzying slide this year caused by oversupply and Asian economic turmoil, the Semiconductor Industry Association said Wednesday.Sales are expected to fall this year by 11 percent, to $122 billion, for the first year in more than a decade that the entire industry rather than specific product segments took such a pounding. . . . ''The SIA's announcement mirrors recent forecasts by other analysts, and followed semiconductor giant Intel Corp.'s news Tuesday that its revenue will be up to 10 percent better than expected this fourth quarter, which ends Dec. 31. mercurycenter.com CHIP FORECASTThe Semiconductor Industry Association on Wednesday said it expects chip makers to report lower sales this year but to rebound starting in 1999. mercurycenter.com

To: Kent Sarikaya who wrote (2304)	11/13/1998 11:29:00 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 2754

The last 5 weeks have produced a gain of 66 percent for the semi- equip group. The group was obviously oversold and when that rubber- band decided to snap back, it really "moved out". During the same period, the SOX-X was up 45 percent. The top 10 stocks in the group are up 100 percent or more. AFLX is first with a gain of 235 percent, but ASYT is right behind with a gain of 207 percent. The top 30 stocks are up 50 percent or more. Even with all this increase in group performance, another 12 percent gain is required before the group equals its low for the year on 4/25/97. Full recovery is still a long way away. Of course, the question is - how fast, and when, is the recovery going to take place? Tune in next weekend to see how we did for this coming week. 10/09/98 11/13/98 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE AFLX Adflex Solutions 2.50 8.38 235 ASYT Asyst Technologies 6.19 19.00 207 LTXX LTX 1.28 3.00 134 WFR MEMC Electronic Materials 3.50 8.19 134 MTSN Mattson Technology 2.75 5.91 115 TGAL Tegal 1.50 3.19 113 GSNX Gasonics 3.63 7.69 112 NVLS Novellus Systems 23.06 48.06 108 ASMLF ASM Lithography Holdings 13.63 27.75 104 ASEC Aseco 0.75 1.50 100 SVGI Silicon Valley Group 6.88 13.31 93 PRIA Pri Automation 10.63 20.13 89 TER Teradyne 18.00 33.94 89 DPMI Dupont Photomasks 19.31 34.19 77 CYMI Cymer 8.00 14.13 77 ETEC Etec System 20.25 35.44 75 PLAB Photronics 11.00 19.25 75 IMSC Integrated Measurement Systems 5.75 10.00 74 IPEC Integrated Process Equipment 6.19 10.63 72 CMOS Credence Systems 10.06 17.13 70 LRCX Lam Research 9.91 16.69 68 PHTN Photon Dynamics 2.38 4.00 68 SFAM SpeedFAM 10.13 16.69 65 SMTL Semitool 5.00 8.13 63 BRKS Brooks Automation 8.63 14.00 62 CFMT CFM Technologies 6.63 10.75 62 FSII FSI International 4.63 7.50 62 AMAT Applied Materials 23.63 38.25 62 ATMI ATMI Inc 11.38 18.19 60 NANO Nanometrics 4.81 7.38 53 EGLS Electroglas 9.25 13.75 49 KLAC KLA Instruments 25.00 37.00 48 KLIC Kulicke & Soffa Industries 11.56 16.50 43 MASK Align-Rite International 8.88 12.52 41 HELX Helix Technology 8.63 12.06 40 VECO Veeco Instruments 24.75 34.13 38 SFLX Smartflex Systems 5.94 8.00 35 UTEK Ultratech Stepper 15.38 19.38 26 COHU Cohu 15.38 17.88 16 MICN Micrion 5.38 6.13 14 WJ Watkins Johnson 16.50 18.25 11 TOTALS 408.63 677.99 66 SOX-X Phili Semiconductor Index 200.80 291.63 45