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Strategies & Market Trends : Steve's Channelling Thread
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To: Bosco who wrote (4905)9/7/2000 11:19:39 AM
From: Zeev Hed  Read Replies (1) of 30051
 
Bosco, TYC ventures is also buying $15 MM of RDRT stock in a private placement. RDRT contributes technology and wafer fab. I think we may have a speculative run of the ANCR and CDTS/SCON just based on the hope of RDRT landing few contracts. I presume that TYC was shown some impressive "orders in the pipeline" for them to invest. We may see some qualifications in the next few months (otherwise, I doubt RDRT would come out and state they expect revenues in the first Q of 2001). If we see a CSCO order, we may really be flying on this. Just remember, the financials stinks (but they do at CDTS/SCON and the holy one as well, and I play these for the potential not the near term bottom line).

Zeev

PS, is anyone watching VECO, it looks like it want to go and hit a new all time high on this drive, despite the fact that the turnips stated not to expect new highs breakout in the sector before the onset of the semi equip major downturn next February. Well, it is not a pure Semi-equip play...
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