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

To: Joe Dancy who wrote (2423)	3/12/1999 9:34:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 2754

Not much change for the week. The group sum is slightly lower than last week, but it rounds off as a net "0" for the week. The SOX-X took it in the "shorts" a little more and wound up the week with a loss of 3 percent. 18 stocks were up, 2 stayed the same and 21 were down. 6 stocks were up more than 10 percent while 3 stocks were down 10 percent or more. As far as the group is concerned, the first 2 weeks in March have been a net "zero". Joe, I like the last line in your post, ....... "Also, note that the time to buy a company is when no-one is interested." ........ That sure fits for the last 2 weeks - the DOW threw a party, but the semi-equips were wallflowers. I think what the group needs now is for some good earnings reports for a few of the stocks. They have recovered from their grossly oversold position of last October - but now they need to show they can make some money. The group, as a whole, is up 11 percent from its low point on 4/25/97 - that is nearly 2 years ago. As a "buy and hold" group, the returns have been very meager. Some very good money could have been made, however, if the peaks and valleys were timed properly. 03/05/99 03/12/99 CLOSE CLOSE PERCENT SYMBOL COMPANY PRICE PRICE CHANGE LTXX LTX 3.88 4.81 24 WFR MEMC Electronic Materials 6.13 7.25 18 CMOS Credence Systems 18.50 21.06 14 ASEC Aseco 1.38 1.56 13 TGAL Tegal 3.00 3.38 13 ASYT Asyst Technologies 17.38 19.44 12 VECO Veeco Instruments 39.00 41.94 8 CYMI Cymer 21.56 23.13 7 ASML ASM Lithography Holdings 39.75 41.50 4 PLAB Photronics 20.00 20.88 4 LRCX Lam Research 31.69 33.00 4 ATMI ATMI Inc 21.13 22.00 4 CFMT CFM Technologies 9.88 10.25 4 COHU Cohu 25.00 25.53 2 ETEC Etec System 44.75 45.38 1 MICN Micrion 9.50 9.63 1 DPMI Dupont Photomasks 38.75 39.25 1 KLAC KLA Instruments 54.63 55.00 1 SVGI Silicon Valley Group 12.00 12.00 0 SFAM SpeedFAM 15.56 15.56 0 IPEC Integrated Process Equipment 10.75 10.69 -1 MTSN Mattson Technology 7.19 7.13 -1 MASK Align-Rite International 12.00 11.88 -1 AMAT Applied Materials 61.69 60.88 -1 PHTN Photon Dynamics 5.50 5.38 -2 NANO Nanometrics 7.75 7.56 -2 SFLX Smartflex Systems 4.56 4.44 -3 GSNX Gasonics 10.00 9.72 -3 FSII FSI International 10.31 10.00 -3 TER Teradyne 53.00 51.00 -4 AFLX Adflex Solutions 3.44 3.31 -4 PRIA Pri Automation 30.38 29.06 -4 UTEK Ultratech Stepper 15.56 14.88 -4 WJ Watkins Johnson 25.81 24.50 -5 EGLS Electroglas 14.13 13.13 -7 IMSC Integrated Measurement Systems 8.50 7.88 -7 HELX Helix Technology 19.25 17.69 -8 BRKS Brooks Automation 22.00 20.13 -9 SMTL Semitool 7.81 7.00 -10 KLIC Kulicke & Soffa Industries 25.56 22.81 -11 NVLS Novellus Systems 61.94 54.75 -12 TOTALS 850.60 846.37 0 SOX-X Phili Semiconductor Index 377.58 365.73 -3