SI
SI
discoversearch

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 : Stock Swap
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Andrew Vance who wrote (14983)7/22/1998 11:09:00 AM
From: Justa Werkenstiff  Read Replies (1) of 17305
 
Andrew: Thanks for the excellent response.

Re: "I have a focus list of under 10 stocks that are being charted for early signs of a turn in this sector. It consists of those stocks that may be the first to turn and signal a recovery in the works."

I see you have ATMI. What else you got? How about DPMI, PLAB and CYMI?

Regarding your comments on PC upgrades and such, I heard a portfolio manager the other day on the tube trying to sell the idea that DD companies were internet companies because you really needed larger and larger drives to store all that good stuff you find on the net. I don't think that argument has worked in the market thus far.

What do you think about the idea that die shrinks to .18um by the DRAM boys will merely create further DRAM overcapacity and prolong any recovery in this sector overall?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News