Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: Judy who wrote (7146)	4/5/1998 11:11:00 PM
From: Crossy	Read Replies (1) of 120523

Judy, I subscribe to Your opinion regarding INTC. Key shortterm is the highend servers, that's where growth & bizness $$$$ are. If they can undermine the RISC machines turf (database servers) than it may be a home run for INTC. Will look at LSI in any case. Also got to say I like Your play SMCH from a fundamental view. Car loans overcapacity is remedied due to takeovers and bankrupcies of marginal players (similiar story: UGLY, EMER). Final stage of industry consolidation is normally nice to profits <G>. Last but not least let me hint that I currently think that CRUS is really undervalued. Should meet or beat earnings but stock is really depressed (like VLSI). Company reshuffled its portfolio. Trading near 52 week low.. regards CROSSY

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