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To: E. Graphs who wrote (19555)7/30/1999 1:17:00 AM
From: patrick tang  Respond to of 25814
 
<OT> CDN -

I've been watching this thing for about 3 months now and finds it fascinating, especially is matched to my theory that a lot of people, people like 'insider' analysts, know lots more than we do.

Supposedly it fell from grace because their 0.25um and below tools are late and other people are eating their lunch. My 'model' back then was have to wait till near end of year/Oct? to see if their 0.25um tools work as to be able to safely buy in.

Fast forward two months. Last two days there were either one or two analysts that upped their rating to buy. I believe Lehman was one of them. Lowered earnings but upped expected target price ala MU. Go figure! Now in their report/s, they did not mention one iota about their 0.25um tools! Can I read it that they have talked to the company and have found out that the 0.25um tools are out, working, and accepted big times by customers?? I believe in this kind of stuff well enough that on better days i.e. I'm a $ richer, I'll take a wack at it.

patrick



To: E. Graphs who wrote (19555)7/30/1999 1:18:00 AM
From: sea_biscuit  Read Replies (1) | Respond to of 25814
 
Well, f it goes down it's because of the "head and shoulders". But if it goes down, it's because of the "cup and saucer". And if it stays flat, it's because of the "bow and arrow". Or something like that! :-)



To: E. Graphs who wrote (19555)7/30/1999 10:39:00 AM
From: Martin Wormser  Read Replies (1) | Respond to of 25814
 
I should have asked this on SI instead of Yahoo. Nobody answered.

On the Yahoo company profile it lists for LSI,

Long-Term Debt/Equity (mrq) 0.57

biz.yahoo.com

Just exactly what does this mean?

Thanks in advance.

martin