Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Mason Barge who wrote (9278)	11/12/1997 4:41:00 PM
From: Steven Angelil	Read Replies (3) \| Respond to of 25960

Nice timing Mason-that is telling us NOW to get defensive. I mean if you own big name tech stocks, isn't it a little late for that?? Glad to hear you are holding all that cash. If we had had an up week, I guess you would have told us you had just loaded up on stocks. Get Real! Steve

To: Mason Barge who wrote (9278)	11/12/1997 4:45:00 PM
From: MRothaus1	Read Replies (2) \| Respond to of 25960

<<Guys, I hope all of you read Jess Beltz's earlier message, live from Hong Kong.>> That was one very fine piece of reporting by Jess and I should have thanked him earlier when I read it. I forwarded his post to many friends. He certainly scared the *!&% out of me about a pending SE Asia collapse. Never knew all that stuff about Hyundai and Korea. I spoke with a Merrill Lynch broker and he agreed with Jess and added that "by Western standards, every Japanese bank is insolvent" and that the Japanese have been selling good investments to prop up bad investments. If things get worse, the Japanese hold 25% of the US debt and if they start selling that, we will feel some pain here.

To: Mason Barge who wrote (9278)	11/12/1997 7:08:00 PM
From: Jeff Mills	Read Replies (2) \| Respond to of 25960

Here is a list of Price-To-Sales ratios at the close today on selected Techs. I would urge each and every one of you to print this list out and file it away for 2 years. These are buying opps in High Tech stocks that come along once every 2-3 years. Also, if any of you guys/gals do not work in the real world (must be nice to be on SI all day!), let me add how incredibly out of touch this stock market is with the real picture in the United States. It is very frustrating to see Stocks behave in such a fashion when this economy is BOOMING. Hong Kong is Hong Kong--and I agree with what was said earlier, "When is it bullish to be overtaken by Communists?". Enjoy. (PS--I have bolded some techs that are EXTREMELY cheap in my mind. The ones italicized are ones I would AVOID even now). ============================ Market Caps, PSRs Price Shares Cap Sales PSR SUNW, Sun Microsystems 31.875 395.099 $12,594 $8,836 1.43 WDC, Western Digital 19.8125 93.96 $1,862 $4,383 0.42 QNTM, Quantum 25.75 167.506 $4,313 $6,040 0.71 SEG, Seagate 24.25 244.633 $5,932 $8,773 0.68 DELL, Dell Computer 72 364 $26,208 $9,833 2.67 CPQ, Compaq 58 792 $45,936 $19,720 2.33 GTW, Gateway2000 25.125 156.231 $3,925 $5,565 0.71 AMAT, Applied Materials 28.875 379.218 $10,950 $3,655 3.00 AOL, America Online 70.75 118.88 $8,411 $1,857 4.53 MSFT,Microsoft 129.25 1333 $172,290$12,193 14.13 INTC, Intel 75 1797 $134,775 $25,003 5.39 MU, Micron 24.125 210.5 $5,078 $3,515 1.44 ASND, Ascend 23.6875 188.36 $4,462 $1,246 3.58 CSCO, Cisco 76.75 704.39 $54,062 $6,874 7.86 COMS, RoboCom 31 341 $10,571 $6,400 1.65 LRCX, Lam Reasch 33.125 37.334 $1,237 $1,073 1.15 KLAC, KLA Tencor 36.75 85.149 $3,129 $1,031 3.04 NVLS, Novellus 38.375 35.276 $1,354 $476 2.85 KLIC, Kullicke Soffa 26.875 21.81 $586 $411 1.42 CYMI, Cymer 17.9375 30.329 $544 $172 3.16 I selected CYMI b/c $172 MM is not characteristic trailing sales with its current growth.