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 : CATS - Catalyst Semiconductor
CATS 25.89+1.6%Jul 2 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Joseph wang who wrote (164)1/22/1996 8:47:00 AM
From: Winner Victorious   of 231
 
Joseph,

Xicor might have a hard time making it, but maybe it will. I will wait to see before I sell. If CATS is any clue - flash might be dead money in the short run. But then comes Atmel, which is rebounding nicely and SSTI which came through, and is up 30% on the news despite a life-threatening suit by Atmel?!?! On the other hand CATS says thet their capacity will grow 50% this year, which means sales will go up a lot even with softer prices (of which we have not heard just yet). INTC is very upbeat on Flash as well. This gives me some hope for XICO, so I will wait. You see, CATS's EPS only grew 50%, while the number for XICO WILL be much higher. I also like their cost reduction program. This said, I would say the down risk on CATS is very limited and it looks like a value + growth play, while XICO's stock might still have some good times ahead. Keep in touch; I think we reached the bottom in technology and will go back up or base for a while first!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext