CATS - Catalyst Semiconductor Message Board

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Technology Stocks : CATS - Catalyst Semiconductor

CATS 25.89

+1.6%

Jul 2 5:00 PM EST

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To: Winner Victorious who wrote (182)	1/26/1996 11:04:00 AM
From: Joseph wang	of 231

Okay...ACTL: I favor ACTL over XICO despite XICO's better performance in 1995. It doesn't even seem logical that XICO's stock price is only half of ACTL's price....so it seems. ACTL has no problems with capacity at this point. Also, profit margins are only eroding by 2%/quarter (6% for the year) whereas XICO may see fierce competition and price pressure soon. ACTL actually had an incredible 4th quarter but is saving it for this quarter. If you read the report, ACTL reported a 43% increase in sales from 1994 to 1995 and expects a 43% rise this year. XICO is only expecting 20% growth -- it isn't going to increase earnings by 700% any time soon again. ACTL has a net loss of 7 cents right now. It will make a profit this quarter by posting at least (pre-estimate) +.21 to +.25/share. (28 cents to 32 cents is my estimate). That will be a 47-68% gain over last quarter. (these estimates are undiluted). ACTL has TXN's clients. ACTL's business has been very good; for example, December sales were up about 28% from November. I will be getting numbers for January soon. I just didn't see enthusiasm for XICO (or Flash memory stocks). XICO hit a six month low (as did many stocks) but the volume wasn't extremely large when it rebounded to 6 3/4. Whereas ACTL hit its six month low to $9 but the volume on its recovery was very impressive. -JW SYQT is next.

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