SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SVGI
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robin who wrote (4)12/29/1995 10:28:00 AM
From: Joan Osland Graffius   of 19
 
Robin, The only investments I have made lately is ASDL technology. Amati and Westell are the two stocks. Don't feel bad, I am still holding on the MU. I am sure most of us high tech investors have a stock like this, some are not willing to admit failures to see into the future. I think AMAT is a known stock on the street and is better analyzed by money managers than other equipment makers. I know the growth fund at Merrill Lynch holds a large position in AMAT and this keeps the stock from making these big swings.

A thought on 1996, the money manager for my high tech fund, Merrill Lynch Technology fund, is heavily weighted in communications stocks. He, last quarter took large positions in the larger communications equipment companies. The reasons he gave for this was the recent large growth he observed in their year over year revenues and profits.

Joan Graffius
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News