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

To: semi2000 who wrote (2437)	3/24/1999 9:52:00 AM
From: Duker	Read Replies (1) \| Respond to of 2754

I actually have not done much work on FSII. I am tangentially interested in FSII via its YieldUp acquisition, as I am an owner of CFMT ... which, by the way, shares a lot of the same struggles as FSII ... and any of the small, limited product, cap equipment companies. With FSII, I am perplexed by their acquisition as much as anything. I think there definitely has to be a great deal more M&A activity in the small, semi cap space. Everyone knows it must happen. I have no special insights as to SMTL and FSII. I would argue that you add LRCX to your AMAT, NVLS, KLAC list. Much more attractive from a valuation standpoint, IMHO. I am biased, however. --Duker