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


To: lamont smith who wrote (28)1/27/1996 11:50:00 AM
From: Joseph wang  Respond to of 2694
 
I am bullish on CY also. But, you know, regarding your comments
on leading EPS vs. trailing EPS, I use both because 1996 EPS looks
great...that is, if the company can make those earnings.

Look at ALSC, they really bit the dust when they reported .05.

I think both EPS's give you a good indication of the range of
where the stock will trade at this year.

I agree with you though. I think CY is a very good company. I
believe it has a good chance of exceeding the 1.66 estimate.



To: lamont smith who wrote (28)4/6/2016 8:28:26 PM
From: Kirk ©  Respond to of 2694
 
Please update the header.... 20 years is a nice interval to stay timely for this market.
SRAMs accounted for 60% of CYs sales in Q3 1995. They have
a very competitive 256K SRAM, a proprietary 64k x 18 Pentium
Burst SRAM, and this year will produce its first 1MB 32k x 32
chip. 25% of sales are FPGAs, 15% specialty datacom chips.
Less than 10% of SRAM sales are outside US, with zero exposure
to Taiwan (where SRAM ASPs have been crumbling).

Q1 1996 is 76% booked. CY's exposure to the PC