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Technology Stocks : Phoenix Technologies (PTEC)
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To: Mark Brophy who wrote (2164)1/29/1998 11:40:00 AM
From: Jules B. Garfunkel  Read Replies (1) of 3624
 
Mark,
CSCO is making new highs while INTC is 20% off its high.

If you won't let me use IBM as a short, then I want to submit ALTR. Altera was at 62 before the Asian Crisis. The thinking has been that PLD's are depressed because of a poorer outlook for the electronics business, Asia's specialty. However, without Asian companies being able to make the capatal expenditures for new Chip FABs, they will turn more to PLD's as a solution. This will bode well for ALTR over the longer run. In addition, since CSCO is a major customer of ALTR they should benefit from CSCO's continued growth. However, once again ALTR is 50 % off its high while CSCO is at new highs.
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