CYPRESS Semiconductor (CY) 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 : CYPRESS Semiconductor (CY)

CY 23.82

0.0%

Apr 16 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Yogizuna who wrote (2470)	11/30/2000 2:15:43 PM
From: not925	Read Replies (2) of 2694

Could someone provide me with an investment case for CY at today's $19/sh price? I understand the Street is bring CY's 2001 EPS down about 10-20 cents to around $2.90/sh. So we are looking at a PE of about 6.5 for a communications centric growth story (like +30% Y/Y growth in normal times). Could someone update us on all the changes at the company over the past 12-24 months? Is this still the same cyclical SRAM business it was 3 years ago, or has the company changed its focus? Why should we long or short CY at $19/sh under today's tech/economic environment? If you know this business well, please help us out!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next