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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (13975)	12/31/1997 1:23:00 PM
From: Proud_Infidel	Respond to of 70976

Anyone ever heard of Ramtron? One of Carl Johnson's favorite picks for '98. quote.yahoo.com Taken from techweb.com Carl Johnson -- The Semiconductor Market Focus Carl Johnson's trends and companies to look for in 1998: 1. For 1998, we believe the shares of Teradyne offer investors very reasonable profit potential. The continued migration to new designs, especially at the high-performance end of the product line, is forcing device manufacturers to install the latest test technology. In our view, Teradyne's product set looks strong across the board, and because it resides prominently on the leading edge, positions them to benefit from increasing test-equipment purchases. 2. On the more speculative side of the semiconductor business, we believe the shares of Ramtron offer an interesting speculation. Speculative stocks should be taken in small doses, but we see a ramp to produce ferroelectric memories taking place around the world, and Ramtron is sitting squarely in the middle of all this activity. Last year: Carl Johnson said new technologies would rule the day for the semiconductor sector in 1997. He also said the ramp of 300-millimeter wafers was the driver of the sector. Johnson picked Photon and Asyst Technologies as his stocks for 1997. On Photon, Johnson was pummeled as the stock was halved. On Asyst, Johnson scored big as the stock raced from about $7 a share to the mid-40s. Asyst has returned many of those gains, but is trading in the $20 range -- still a healthy gain