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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?


To: Sultan who wrote (2799)1/23/1998 9:03:00 AM
From: Martin Goldenberg  Read Replies (1) | Respond to of 18016
 
Sultan: Try MU, SEG, SGI. Good bottom fishing. AMAT should also strengthen if you are patient.

Had my eye on MU when it was at the $22 level but was fully invested in other stuff. I'd buy it at about $27-$28 range.

COGNF could also be an interesting play.

Martin



To: Sultan who wrote (2799)1/23/1998 1:13:00 PM
From: Sultan  Respond to of 18016
 
***** OFF TOPIC ******

Thanks. SGI and AMAT are on my watch list, amongst others. As for SEG and MU, I follow them casually. Disk drives sector has been beaten down badly. MU on the other hand seems to go up and down based to spot prices of chips. Already have CSN (COGNF). Have accumulated DOCSF. I expect this one to be a winner in 1998.

I guess SGI is probably one where I will look seriously because I used to own it, know the story really well, have followed it and have announced their earnings yesterday (another expected loss) and a new CEO.