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.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Rick C. who wrote (2482)	1/26/1998 10:32:00 PM
From: Daveyk	Read Replies (1) \| Respond to of 37387

Hi Rick,that chart on CYMI looks familiar<VBG>.Maybe good for a bounce you think?That one is definitely beat up and near it's 52 week low.Might be wise to wait till it starts an uptrend.Could be in worse shape than you think.I'd be interested if you know more. Regards,Dave

To: Rick C. who wrote (2482)	1/27/1998 7:53:00 AM
From: Bosco	Read Replies (1) \| Respond to of 37387

Rick, Dave & all - CYMI is in an unloved sector, but it seems that Crossy's old favourite, COHR, did have a nice move (at CYMI expense?!) rgds Bosco (doing the doghouse shuffle <VBG>)

To: Rick C. who wrote (2482)	1/31/1998 9:34:00 PM
From: Crossy	Respond to of 37387

Rick, sorry for my responding that late (technical problem - system reinstall and total lack of time to fix that..). CYMI & COHR are my best bets right now. I also like SFC (my target $17-18) but it already had another big run. Semi equip is looking very good again. Look to undervalued opportunities: IPEC, NANO, some semis like IDTI (and probably AMD) are looking good to me. I heard from a reliable source (ANAND's homepage) that AMD & DEC banded together to use DEC's superior (to INTC !!) protocol on the upcoming K7. This will use a PHYSICAL- compatible design to INTC's SLOT-One cartridge, however not compatible electrically. From this deal.. 1) DEC wins core-login & mainboard providers for its ALPHA-line (mfgr. by INTC factories <hehe>) 2) AMD wins an IO-protocol superior to INTC's Slot-one architecure (EVB). More of this: this is a SMP-capable !! 3) It might be possible to build a mainboard supporting AMD's, DEC-ALPHA and AMD-K7 CPU design by a single board design.. (this means: THE USER wins, too) 4) INTC ?? Will continue to slash prices.. Also DEC is going to use this (AMD's) SLot one scheme. WOW !!! I might change my stance on AMD. Notebooks are out too, using the K6-266. However next round of INTC price-cuts is around the corner. Watch it but give AMD no bearish weight anymore.. regards CROSSY