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Technology Stocks : Catalyst Semiconductor (CATS) -- What's New? -- Ignore unavailable to you. Want to Upgrade?


To: John Posatiere who wrote (199)11/19/1997 11:38:00 AM
From: DeadHead  Respond to of 436
 
I don't think what's said here makes any difference to the stock price. Personally, I want to hear everyone's opinion (positive and negative), as long as they can back it up with facts. The best investment skill you can have is the ability to understand the downside of your stocks; only then can you truely understand the risk/reward ratio. And every stock has a risk/reward ratio.



To: John Posatiere who wrote (199)11/19/1997 11:56:00 AM
From: Bosco  Read Replies (1) | Respond to of 436
 
John - you sez "It seems that some new names here on the board are trying to drive the price down with their comments. What do you think ?"

1st to id myself, I am holding CATS long (60% loss so far.) While there may be a few individuals who think they could do that, I do not think a comment from a relatively unknown SIer can move mkt. Hypes can go either way, the more important thing is to look at the comments for oneself. If it makes sense, it is beneficial (irrespective of the nature of the comment, i.e., either +ve or -ve;) if not, then one can point out the discrepancies etc.

rgds Bosco



To: John Posatiere who wrote (199)11/19/1997 1:49:00 PM
From: slob  Respond to of 436
 
John, I invest in broken small cap semi companies.

This is an area where up-side potential is always high, the trick however, is to minimize your down side risk. It only takes 5 min. to run a search and find a long list of broken companies with potential. Consequently I spend most of my time looking at what could go wrong and what factors will trigger further losses. This enables me to exit early.

I have no position in CATS and I'm not going to take any position in CATS before the results come out. I expect CATS to drop when the results are announced, I want to know in advance at what level to set my buy. Thats what I'm trying to decide. Usually very negative results will force the price down below sensible levels. I want to be there at these level bottom fishing.

When I invest I'm looking for at least a 5 times return on any investment within a 1 year time frame. CATS is a company that fits this mold. It could easily be priced at P/S of 1.5, if it turns a profit. Thats 5 times todays prices, so at todays levels CATS is ONLY interesting to me if I can see a clear path to profitability. I don't see profitability within one year so I'm shopping at a lower price. Simple as that.

Slob