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Technology Stocks : ISSI a great opportunity -- Ignore unavailable to you. Want to Upgrade?


To: John McDonald who wrote (968)4/24/2000 5:35:00 PM
From: Steve Lewis  Respond to of 1058
 
<They reported $.14 per share.>

- and good sequential revenue,
- a viable strategy to grow wafer production in a tight MFG supply situation (developing)
- good base of communications customers

I listened briefly to the call but didn't pick-up anything on the Nextflash or ISSI-Taiwan fronts. Also the new stock issued has given them over $100M to get more foundry time and/or other investments.

Semi's & ISSI should be rocking by Memorial Day (end of May)



To: John McDonald who wrote (968)4/24/2000 7:58:00 PM
From: Ram Seetharaman  Respond to of 1058
 
Thanks John. I misread the first fiscal quarter of 2 cents as the present earnings, since I was in a hurry to leave. It is good that they beat the street expectations of 8c by a good margin. Stock should see a $ 30+ soon! Today MICROSOFT screwed up the market. IMHO, we are at the tail end of the sell off, which should wear out by this week after the GDP report and employment cost index announcement.
Can't imagine that ISSI was selling at $6+ last November, when I bought again - what a steal that was!