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FSII - The Worst is Over?

An SI Board Since May 1996

Posts	SubjectMarks	Bans	Symbol
2754	15	0	FSII

Emcee: Kent Sarikaya	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
1404	Joe, thanks for the article. It just confirms what I have been saying. This g	Sparky65	-	8/30/1997
1403	Joe, great info. Thanks. A couple of things that came to mind as I was readin	Sparky65	-	8/30/1997
1402	thanks for refreshing my memory re INTEL. I knew it was one of the big compani	Running Bull	-	8/29/1997
1401	Running Bull & Joe: If memory serves me correctly (I did some research to b	Justa Werkenstiff	-	8/29/1997
1400	I would really take analysts readings on demands with a grain of salt. These a	Mike Taylor	-	8/29/1997
1399	I was trying to do some real work and by accident just ran across this article	Running Bull	-	8/29/1997
1398	I have heard this guy speak and he has a compelling story. Volume is tied to t	Running Bull	-	8/29/1997
1397	Thanks for the article Joe about SGS. I like that forecast!	Kent Sarikaya	-	8/29/1997
1396	RB - You may be right about AMAT downgrade. Articles seemed to focus on the Int	Joe Dancy	-	8/29/1997
1395	I thought he had changed his ratings on AMAT and one other to say that they wer	Running Bull	-	8/29/1997
1394	Today's BusinessWeek has a good one on topic Sparky. If you believe this mo	Joe Dancy	-	8/29/1997
1393	OK Sparky, you "sparked" by curiousity as to exactly what was reporte	Joe Dancy	-	8/29/1997
1392	Kurlick, who by the way seems to jump into and out of the sector more than a lo	Joe Dancy	-	8/29/1997
1391	Joe, when or where did Kurlick say there would be weakness for the equipment su	Sparky65	-	8/29/1997
1390	RB, <<After all, lead times for most equipment makers are 6-10 months.&g	Mike Taylor	-	8/28/1997
1389	RB - your explanation makes sense, and is positive for FSII. I couldn't qui	Joe Dancy	-	8/28/1997
1388	This shouldn't be news to anyone. The industry shipments forecasts were to	Running Bull	-	8/28/1997
1387	Joe, I don't know what to make of this article. It starts out negative but	Sparky65	-	8/28/1997
1386	I'm not sure how to interpret this article Sparky - good or bad for FSII?	Joe Dancy	-	8/28/1997
1385	Running Bull, I do believe that is old news. I remember reading about that man	Sparky65	-	8/26/1997
1384	Running Bull, FSI did not make the 1997 VLSI list. I think VLSI picked only 7 o	Mike Taylor	-	8/26/1997
1383	FWIW I just got some industry info from Paine Webber that indicates that FSI wa	Running Bull	-	8/26/1997
1382	H James Morris, I think that both AMAT and NVLS would be interested in FSI. Ho	Sparky65	-	8/26/1997
1381	Yes I'm still long. I still have 15k shares left after owning as much as 30	H James Morris	-	8/26/1997
1380	Are you still long? I would not be surprised at a take over bid. FSII is still	ccryder	-	8/26/1997

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