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: Dakota Sullivan who wrote (11688)	12/18/1997 5:29:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 25960

this agreement will help prop up dram prices next year: 15:32 DJS Japan, EU Semiconductur Makers Agree On Antidumping Measures 5:32 DJS Japan, EU Semiconductur Makers Agree On Antidumping Measures TOKYO -(Dow Jones)- Japanese chipmakers and their European rivals agreed Thursday to implement measures that will prevent any dumping of dynamic random access memory, or DRAM, or flash-memory modules on the retail level, the Nihon Keizai Shimbun reported Thursday. Semiconductor manufacturers on both sides will monitor prices and present evidence to authorities should dumping allegations arise. The Electronic Industries Association of Japan reached the agreement on memory chips with its counterpart, the European Electronic Component Manufacturers Association. Each chip maker is to monitor itemized data on its production costs and domestic and import prices. Neutral bodies will be enlisted to store the data, the newspaper said. Copyright (c) 1997 Dow Jones & Company, Inc. All Rights Reserved. 12/18 3:32p CSTEOF

To: Dakota Sullivan who wrote (11688)	12/18/1997 5:36:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 25960

Dow Jones info on book to bill: Company News: CTL, Semiconductor equip book-to-bill Century Telephone Enterprises, Inc. (NYSE: CTL) announced Thursday that its wholly owned subsidiary, Pacific Telecom, Inc. (PTI), has entered into definitive agreements to sell its interests in Pacific Telecom Cable, Inc. (PTC) and Pacific Telecom Transmission Services, Inc. (PTTS) to Neptune Communications Corporation. In exchange, Century will receive cash estimated at approximately $57 million, subject to certain purchase price adjustments to be made in conjunction with the closing of the transactions. "While these two businesses were performing well, the operations are not consistent with our core businesses and do not contribute to the achievement of our long-term goals in the local exchange and wireless businesses," Glen F. Post, III, Century's president and chief executive officer, said. "The proceeds from this transaction will allow Century to further reduce its debt associated with the PTI acquisition." Century anticipates that the transactions will be completed in the first or second quarter of 1998. (1505) The North American semiconductor equipment industry posted a book-to-bill ratio of 0.99 for November 1997, down from 1.02 in October, it was reported by Semiconductor Equipment and Materials International. A book-to-bill of 0.99 means $99 in orders were received for each $100 worth of products shipped. Three-month average shipments increased in November 1997 to $1.9 billion. The figure is nine percent above the October 1997 level and 80 percent above the November 1996. Three-month average bookings increased in November 1997 to $1.9 billion. The bookings figure increased five percent above the October 1997 level and is 98 percent above the November 1996 level. "This is the ninth straight month shipments and bookings have increased," said Dick Greene, principal analyst for SEMI. "In November, the orders were the highest they have been for 1997. The reason the ratio is lower is because the shipments grew at a faster rate than did the orders. This is why it is important to analyze the 'numbers behind the numbers.' Even with the current environment of DRAM pricing pressures and the financial concerns in the Pacific Rim, the industry continues to grow at a healthy level." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments. Shipments and bookings figures are in millions of U.S. dollars. Month Shipments Bookings Book-to-Bill June 97 1,374.6 1,474.3 1.07 July 97 1,475.8 1,658.7 1.12 August 97 1,535.7 1,688.1 1.10 September 97 (final) 1,672.1 1,773.8 1.06 October 97 (revised) 1,757.6 1,797.4 1.02 November 97 (prelim.) 1,913.7 1,886.5 0.99

To: Dakota Sullivan who wrote (11688)	12/18/1997 8:21:00 PM
From: Mr. Aloha	Read Replies (1) \| Respond to of 25960

Interesting isn't it... Here's something about trading stocks... This is from Worden Brothers today.. Trading is always a struggle. To begin with you can never be sure you're right. You must accept the risk of losing money on the next trade. You must not only analyze each venture to best of your ability, but you must also be able to act. It does no good to be right if you are afraid to put your money on the table. And it does no good to put your money on the table if you aren't confident that you will be right often enough to come out ahead. What does a great deal of harm is rewarding yourself psychologically for being right, but not acting. Impressing your friends with your "almosts" may feel good, but it becomes habit forming. For example, we saw MMM developing into a short sale (on a weekly chart) but we didn't act on it in any way. We didn't mention it in Tips & Hints. We had seen some recent whipsaws in blue chips and we chickened out. The day before it collapsed it broke to the upside and we congratulated ourselves for staying clear. Then it collapsed, and the temptation was great to tell somebody how "almost right" we were. Fact is, only action pays off. Maybe we were right to let that go by. Doesn't matter. Isn't that the truth. Looks like ASMLF and AMAT are trying to stay even now or close to it. AMAT was strong all day concidering where the market went. SVGI is like CYMER, it doesn't get respect and the low volume affects the price - oh well... Aloha