Credence (CMOS): Anyone out there Message Board

STOCKTALK

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 : Credence (CMOS): Anyone out there

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robbie who wrote (437)	11/27/2000 8:03:11 PM
From: t2	Read Replies (1) of 497

I guess we will know if we are "great minds" tomorrow evening.<ggg> As I see it even a inline number with a slight reduction on future growth rates will be OK for the stock, given its valuation. LSI has been trading on just worries. I think the company just got tired of reiterating guidance for the quarter and did not bother when Daane left the company, causing the stock to plunge to current levels. "Addi" has a great post analysing this departure to Altera by Daane on the LSI thread. I have no concerns about holding these stocks longer term. Given the current prices the stocks have discounted so much bad news. As soon as we see any economic up tick, these two stocks will be off to the races. Many are forecasting that things will get better by mid 2001. Worth holding these two stocks for easy doubles, IMHO. I am also adding call options with a few months to expiration. I sure hope we have good news tomorrow evening. BTW--This is a quiet message board; maybe that is a good sign.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next