CYPRESS Semiconductor (CY) Message Board

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Technology Stocks : CYPRESS Semiconductor (CY)

CY 23.82

0.0%

Apr 16 5:00 PM EST

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To: Alan C. Zezula who wrote (1309)	9/22/1997 8:03:00 AM
From: Crossy	of 2694

Alan, my opinion is that the US Administration will have a hard time enabling protectionist measures and at the same time pressing foreign countries (re: Japan) to make their market more accesable. While DRAM prices are eroding fast (hurts TXN, MU), SRAM are practically stable. I think demand is the key to this. A relation with INTC shouldn't hurt either (Pentium II - SEC packs require SRAM). Ithink PC sales will increase nicely along the next 12 months. Also CY is in the FPGA business as I know right now. If they cannot get their own product moving, I think NSM/Cyrix or AMD could subcontract CPU manufacturing to CY. So I really don't see anti-dumping around the corner but a big improvement in profits starting this quarter. Also I noticed that CY has a nice trading channel. I got out at 17.88 and bought in again at 15.5. This range is pretty solid, currently $15 to $19.25. Never seen anything like that so persistent . regards CROSSY

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