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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (69967)	4/14/2001 3:17:01 AM
From: Israel	Read Replies (1) \| Respond to of 122087

Comparing Q1 of 2001 to Q4 of 2000 is unrealistic.. If you're gonna use Q1 as a comparison, use Q1 of the prior year... The company said revenues for the first quarter were $86.3 million, compared with $62.3 million in the first quarter a year ago. dailynews.yahoo.com Despite a crappy market, reves were up over 35% yoy for Q1. SSTI is one hard puppy to crack.. Stick to SNDK IMO.. Israel

To: Pink Minion who wrote (69967)	4/14/2001 3:22:10 AM
From: ZenWarrior	Respond to of 122087

In this economy? Of course. And I believe you forgot a piece: Net revenues for the first quarter were $86.3 million, compared with $161.0 million in the fourth quarter of 2000, and with $62.3 million in the first quarter a year ago. As well as: ...and said its second-quarter revenues and earnings would rise 5-10 percent compared with the first quarter. I recognize the commodity aspect... but it's a 7 P/E for goodness sake... and still one of the faster growing sectors. In fact, now that you brouht that up, I;'m thinking more positive about INTC, since they ramped up their Flash capabilities after initially underestimating the market, unable to keep up w/ demand. I imagine that has changed, and they may have benefited quite well. Not that I thoroughly believe in the idea just yet, but it's a thought for further discussion. PALM's sales have fallen, so that was certainly bad for Flash memory... along w/ drops in MP3 players and the like. But with so many skeptics on INTC ( biz.yahoo.com ) I have to think there is upside potential. Only drawback is that they already went up last week. Thus, my conclusion that cautious bullishness is the best recipe... at least for Monday. In fact, I see a lot of Semi's right at or near resistance within channels (certainly INTC is). Break or tank is the question? I may even make an option straddle play... especially with 1 week until April option expiration. Maybe the 27.5's, total cost of 2.5?? Nahh... too boring for me, though it will likely net 25-50% or so. I'll just be buying AAPL for its earnings run... seems like an easy play to me. Just remember one thing: INTC's comments on the future are what's most important... Wall Street already expects the worst w/ their actual current #'s. - Zen