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

To: Donald Wennerstrom who wrote (2397)	1/30/1999 3:15:00 PM
From: Kent Sarikaya	Read Replies (1) \| Respond to of 2754

Don, incredible stats!!! It's hard to believe how much these stocks have moved in such a short amount of time. I wonder if a quick correction isn't that far off, but momentum has really kicked in... who can tell. I saw pundits this week and they all sort of watching in bewilderment and wondering the same type of questions. If a correction occurs it will be interesting to see how much these hot stocks will correct in a longer term uptrend market, as opposed to the drops during corrections in the recent longer term downtrend for techs stocks.

To: Donald Wennerstrom who wrote (2397)	2/1/1999 10:20:00 PM
From: Jerome	Read Replies (1) \| Respond to of 2754

Don, Thanks for your frequent updates in this area. On Oct.ll, 1998, you published a list of these companies showing their current earnings for 1998 as compared to their estimated earnings for 1999. I believe that your top picks were ETEC, Ter, Sfam, MICN, AFLX and KLAC, because they all showed positive earnings estimates for 1999 . I did concentrate my purchases in those stocks because I belive that in some point in time stock prices will reflect earnings. Would those same stocks be the top earners for 1999 based on current estimates? Or have the estimates changed so much that there would be a new group of earnings leaders from this point foreward? Again many thanks for your efforts in this area. Some different ways that your lists have been useful. l) Buy the top five. Momentum favors those currently going foreward 2) Buy the bottom five. Its just a matter of short time till they catch fire. SFAM UTEK 3) Buy the middle five. After all the top five are overextended, and the bottom five are doomed to be laggards. Jerome