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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: chowder who wrote (19469)	4/21/2003 8:43:17 PM
From: kollmhn	Read Replies (1) \| Respond to of 23153

Shame on you, Dabum. You used the word "fundamental"! Your mother should wash your mouth out with soap. Why would you, suddenly, want to know about "fundamentals" when only 'the chart' has ever mattered?

To: chowder who wrote (19469)	4/21/2003 10:47:13 PM
From: que seria	Respond to of 23153

dabum: I concur on SSTI, which I've tracked for a long time and which now looks ready to rise. Others you may want to look at, with constructive charts (or nearly so) and fundamentals, are the ISSX I mentioned the other day and SSFT and OAKT. Each has its digital niche, as apparent from the profiles.

To: chowder who wrote (19469)	4/21/2003 10:50:06 PM
From: Sharp_End_Of_Drill	Respond to of 23153

Dabum, I did a 5 minute looks at your stocks - using Yahoo which can be hopelessly out of date, but that's all 5 minutes gets these days. KLIC - wow, debt to equity 5.71, loss last quarter, loss trailing twelve month. They say they have $86 million in cash and 50 million shares outstanding which would be $1.30 per share out of a price of $6 - if it wasn't for that pesky 5.71 d/e. I've got no idea how their quarters have been trending since I don't follow it, but I'd stay clear unless it suddenly became evident semiconductors were going to explode due to undercapacity, strong markets, etc. SANM, debt looks better at 0.7 d/e. Cash of $1.5 billion over 500 million shares is probably adequate to see them through if the coming quarters aren't too bad - Yahoo lists their most recent quarter as -1 cent per share loss. Price to sales of 0.24 and price to book of 0.7 would have looked great in the bubble years, but now - and for a high volume low margin company??? Commander Cricket is close to this industry, and doesn't think too highly of it as I recall. Somebody is bound to survive and eventually prosper, but is now the time to buy? I'd pass. SSTI - debt free with about $1.50 cash per share compared to a price of $2.89, that's not bad at all. Price to sales of 0.94 and price to book of 0.67 look pretty decent given the debt picture. Their loss decreased to $15 million last quarter, so that cash cushion should last through this cycle. These guys look the best so far, but I'd want to know what was happening in the flash memory market - are the Koreans going to flood the market? Can a little guy survive vs. Intel? TQNT debt to equity of 0.51 seems reasonable. Cash around $2.50 per share vs. price of $3.74 should see them through with a low debt load to service. Price to book of 0.86 looks good, price to sales of 1.7 seems a tad high - perhaps because they are a bit cutting edge with gallium arsenide??? They don't look too bad at first blush, but you have to hold your nose to buy anything telecom. Has the bottom been seen? Are customers returning? Do they still have an edge? I'd want to know more before jumping. All those charts look to be turning up after a prolonged basing. Perhaps the TA will win the day, and FA is irrelevant - we've seen it before for long periods of time. Although I don't think this is the bottom per se, I suspect the bottom whenever it comes will look pretty stinky too. Good luck if you jump, the waters are treacherous out there. Sharp