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: jelrod3 who wrote (1580)	12/12/1997 11:52:00 AM
From: Samuel R Orr	Read Replies (1) of 2694

Nice to have someone agree with me. Being married, I'm not used to it. I suppose a rational man would examine Cypress' new product portfolio, look at its percentage of SRAM sales versus other products, tell himself Cypress never had much pricing power on SRAMs, and jump in. That's hard to do, but as an old navy frogman, one is either in the water or not. The recovery period is hard to estimate. It would have to be six months to a year minimum, though Cypress will make every effort to stimulate non-memory IC sales. I like their cash position, respect TJ immensely, and realize he'll do all the intelligent things a good CEO could do. But TJ didn't cause the financial mess in Asia, and he can't remedy it either. To some degree it's a crap shoot. I still feel that the eight to nine dollar range is very attractive, and will soon be put to that hardest of tests: finding out whether or not a man can stand on his own principles.

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