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Technology Stocks : CYPRESS Semiconductor (CY) -- Ignore unavailable to you. Want to Upgrade?

To: ROBERT MONTGOMERY who wrote (2244)	8/4/1999 10:08:00 PM
From: larry pollock	Read Replies (2) \| Respond to of 2694

I would have thought that Cypress and the semiconductor industry as a whole have higher awards coming over the next one to two years given industry information that becomes available. About two years ago, several Cypress insiders sold stock holdings, and the semiconductor industry, including Cypress, shortly thereafter peaked. I have maintained my files and notes from that time period, and I would have to do some searching to find the particulars about what took place. If additional sales by other insiders appear, then I would be very concerned. Generally speaking, in the semi industry, never wait until the bitter end. I do have letters from TJR that show that he has very little sympathy for complaining or worried shareholders. As I recall, TJR would tell you that you do not have the mental discipline to be a semiconductor investor. My overall advice is to pick a price, bailout, and do not look back. It's not worth it!

To: ROBERT MONTGOMERY who wrote (2244)	8/6/1999 7:45:00 PM
From: larry pollock	Respond to of 2694

Needham today downgraded CY to a hold from an accumulate. Needham's 12 month price target is $16. No other info is available. You may want to ask a question over on the Cypress Investor Forum.

To: ROBERT MONTGOMERY who wrote (2244)	8/10/1999 2:07:00 PM
From: larry pollock	Read Replies (1) \| Respond to of 2694

For whatever this is worth, Cypress Semiconductor was rated "strong buy" by analyst Rick Whittington at Banc of America Securitities. Rick Whittington used to be with Soundview Financial as a semiconductor analyst a few years ago and then, I believe, was involved with a hedge fund. Whittington had a strong following on Wall Street, that is to say people listened to him. However, he was noted for creating some chaos and uncertainty because he was quick to change his mind. Whether he was consistently right or wrong, it did not matter. Maybe he's back now because he wants to see his name in the financial press again, and maybe he wants to be a part of some semiconductor uptrend, or at least to make it appear as though he predicted it. His ego surpasses that of CY's CEO TJR.