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: John Ritter who wrote (1718)	1/12/1998 5:37:00 PM
From: Jeff Parker	of 2694

Laterly, there seems to be increased interest in the more specialized semiconductor areas. However, these moves take time and money. Consequently, there can be a reasonable argument that states that the Asian problems aid existing players that are positioned to take advantage of the lower cost of doing production in Asia, like CY. And one can argue, as was done in a recent post, that there are limits to Asian players being able to continue to expand and develop product, at least in the short term. I think CY is reasonably positioned in this market. However, risks are not low. Don't expect the street to start screaming buy-buy-buy... until after they take a positioned,... obviously.

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