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: Tom Caruthers who wrote (2552)	11/18/2006 2:14:35 PM
From: Sam Citron	Read Replies (1) of 2694

arbitrage You're doing the market a favor, Tom, by keeping the stocks calibrated. Keep up the good work. Do you remember when 3COM [COMS] spun off Palm? Palm had a much higher market cap than its parent and principal owner during the first few weeks after it came public. I naturally bought COMS and wanted to sell PALM, but couldn't find any shares to borrow. Are you finding a ready supply of SPWR these days? One concern is crude at $56/barrel. Could impact Sunpower and its share price, dropping the market cap significantly. If that's the concern, they can always sell crude futures into the mid 60s at the moment. Nice contango. What can't be hedged is silicon. That makes FSLR, AMAT interesting IMO. Sam

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