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

To: Donald Wennerstrom who wrote (2389)	1/23/1999 6:12:00 PM
From: Donald Wennerstrom	Respond to of 2754

We have just closed three weeks of trading this year - one of those a short week (4 days) due to the holiday. Over these 3 weeks, the group is up 24 percent while the SOX-X is up 12 percent. Out of the group of 41 stocks, 38 are up and 3 are down. Two stocks, AFLX and SFLX, are obviously out of favor and sitting in the last 2 slots. At some point these stocks will start to "rock and roll" - its just a question of how long the wait. FSII is in the "middle" of the pack again, where it resides so often, in the 13th spot. Actually, with a 32 percent increase it deserves some praise. Two of the stocks have over a 50 percent gain in the 14 trading days, while 8 stocks are up over 40 percent. Twenty five of the stocks are up 20 percent or more - a good start for the new year. Below the bottom of the table is a summary of three periods. Two of these, the Oct/Nov time frame and the Dec time frame have been shown before. The last period shown in Jan is updated from that presented previously, and covers the past three weeks. 12/31/98 01/22/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASEC Aseco 1.38 2.22 61 CYMI Cymer 14.63 22.13 51 LRCX Lam Research 17.81 26.25 47 HELX Helix Technology 13.00 19.00 46 SMTL Semitool 6.13 8.94 46 ASMLF ASM Lithography Holdings 30.50 43.94 44 GSNX Gasonics 8.75 12.50 43 LTXX LTX 2.56 3.63 42 CMOS Credence Systems 18.50 25.75 39 PRIA Pri Automation 26.00 35.88 38 COHU Cohu 22.00 30.25 38 TER Teradyne 42.38 57.25 35 FSII FSI International 10.38 13.69 32 KLIC Kulicke & Soffa Industries 17.75 22.75 28 AMAT Applied Materials 42.69 54.63 28 NVLS Novellus Systems 49.50 63.25 28 IMSC Integrated Measurement Systems 7.50 9.50 27 ETEC Etec System 40.00 50.63 27 WFR MEMC Electronic Materials 8.50 10.56 24 CFMT CFM Technologies 8.50 10.50 24 SVGI Silicon Valley Group 12.75 15.63 23 BRKS Brooks Automation 14.63 17.88 22 EGLS Electroglas 11.75 14.25 21 IPEC Integrated Process Equipment 10.75 13.00 21 SFAM SpeedFAM 17.13 20.63 20 KLAC KLA Instruments 43.38 51.25 18 TGAL Tegal 2.88 3.38 17 WJ Watkins Johnson 20.38 23.75 17 ASYT Asyst Technologies 20.38 23.44 15 UTEK Ultratech Stepper 16.00 18.38 15 ATMI ATMI Inc 25.25 28.25 12 MASK Align-Rite International 11.63 13.00 12 MTSN Mattson Technology 5.78 6.41 11 MICN Micrion 11.75 13.00 11 NANO Nanometrics 7.81 8.50 9 VECO Veeco Instruments 53.13 57.75 9 PLAB Photronics 23.97 25.00 4 DPMI Dupont Photomasks 42.44 44.00 4 PHTN Photon Dynamics 5.13 5.00 -3 SFLX Smartflex Systems 7.25 6.75 -7 AFLX Adflex Solutions 6.94 5.69 -18 TOTALS 759.56 938.19 24 SOX-X Phili Semiconductor Index 350.56 392.76 12 10/09/98 12/04/98 8WKS GROUP 41 Semi Equips 409 778 90 % SOX-X Phili Semiconductor Index 201 345 72 % 12/04/98 12/31/98 4 WKS GROUP 41 Semi Equips 778 760 -2 % SOX-X Phili Semiconductor Index 345 351 2 % 12/31/98 01/22/99 3 WKS GROUP 41 Semi Equips 760 938 24 % SOX-X Phili Semiconductor Index 351 393 12 %

To: Donald Wennerstrom who wrote (2389)	1/23/1999 6:33:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

This is an update on well the group has done since 9 October. Not much change from that presented previously, just a little "rotation" of some of the stocks within the group. The group gain is up 130 percent while the SOX-X is up 96 percent. Thirty stocks in the group are up over 100 percent. Even with all this great performance, the group is only 23 percent above the low value for the group achieved in April 1997. The group still has a lot of room to grow, but the question is - will it happen now or will we have to wait awhile? 10/09/98 01/22/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE ASYT Asyst Technologies 6.19 23.44 279 GSNX Gasonics 3.63 12.50 244 PRIA Pri Automation 10.63 35.88 238 ASMLF ASM Lithography Holdings 13.63 43.94 222 TER Teradyne 18.00 57.25 218 WFR MEMC Electronic Materials 3.50 10.56 202 ASEC Aseco 0.75 2.22 196 FSII FSI International 4.63 13.69 196 LTXX LTX 1.28 3.63 184 CYMI Cymer 8.00 22.13 177 NVLS Novellus Systems 23.06 63.25 174 LRCX Lam Research 9.91 26.25 165 CMOS Credence Systems 10.06 25.75 156 ETEC Etec System 20.25 50.63 150 ATMI ATMI Inc 11.38 28.25 148 MICN Micrion 5.38 13.00 142 VECO Veeco Instruments 24.75 57.75 133 MTSN Mattson Technology 2.75 6.41 133 AMAT Applied Materials 23.63 54.63 131 DPMI Dupont Photomasks 19.31 44.00 128 AFLX Adflex Solutions 2.50 5.69 128 PLAB Photronics 11.00 25.00 127 SVGI Silicon Valley Group 6.88 15.63 127 TGAL Tegal 1.50 3.38 125 HELX Helix Technology 8.63 19.00 120 PHTN Photon Dynamics 2.38 5.00 110 IPEC Integrated Process Equipment 6.19 13.00 110 BRKS Brooks Automation 8.63 17.88 107 KLAC KLA Instruments 25.00 51.25 105 SFAM SpeedFAM 10.13 20.63 104 KLIC Kulicke & Soffa Industries 11.56 22.75 97 COHU Cohu 15.38 30.25 97 SMTL Semitool 5.00 8.94 79 NANO Nanometrics 4.81 8.50 77 IMSC Integrated Measurement Systems 5.75 9.50 65 CFMT CFM Technologies 6.63 10.50 58 EGLS Electroglas 9.25 14.25 54 MASK Align-Rite International 8.88 13.00 46 WJ Watkins Johnson 16.50 23.75 44 UTEK Ultratech Stepper 15.38 18.38 20 SFLX Smartflex Systems 5.94 6.75 14 TOTALS 408.63 938.19 130 SOX-X Phili Semiconductor Index 200.88 392.76 96