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Technology Stocks : Irrational Semiconductor Stock Prices
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To: Larry Abrams who wrote (6)7/4/1997 10:20:00 PM
From: Stock Guru   of 17
 
Well, lsi already fell a bit this week then rebounded. I think the thing to do right now is to see the markets reaction to amd's numbers. If the stock falls on good numbers expect that to happen to most chip companies, if it goes up on bad, expect that to happen to most too. I think all 4 of those companies will come close to expectations, likely beating them, expectations on the street are still low despite the stock valuations. I think txn and altera are probably the most prone to fall out of the 4. Basically, pay attention to the numbers of the early chip makers and how the market reacts to their numbers. My guess is that the stocks won't really move a whole lot. Likely the moves will be plus or minus 5%, or someone in their weekly trading ranges. Long term, i'm expecting most chip companies to take a good solid drop, say in 1 to 8 months a drop of 20+%.

sg
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