Paradigm Technology(PRDM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Paradigm Technology(PRDM)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald B. Fuller who wrote (46)	3/28/1996 2:50:00 PM
From: Donald B. Fuller	of 259

To all PRDM followers, I just talked to Lisa Laukkenen @ PRDM's investment rekations firm, Morgan Walk. The basic cloud which has appeared over PRDM is that others are coming into, or going to be coming into, the high speed SRAM market, apparently with greater vigor than had been previously anticipated. This has caused at least some of PRDM's customers to decrease current orders in anticipation of future lower prices. I believe this means that a potential exists for PRDM's products to become more commodity like (my own opinion, neither confirmed nor denied by Lisa). Their 5"--->6" wafer conversion is going OK & is anticipated to be complete later this year. This quarter's earnings will be released on April 15. Whether the $0.30 or the $1.45 fiscal 1996 estimates will be more accurate, they ain't saying. I believe they truly don't know. Could be an interesting ride the next few months. I still have to believe that all of this is factored into the current stock price, but I've been unpleasantly surprised before.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next