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Politics : RAMTRONIAN's Cache Inn -- Ignore unavailable to you. Want to Upgrade?

To: W.F. Schwertley who wrote (4814)	2/8/1998 7:18:00 PM
From: Gutterball	Read Replies (2) \| Respond to of 14464

Sure! Nice URL you have there. It basically is saying, buy at 4.60 and sell at 5.20 near term. The trend on RMTR is still down so don't get eager. Chances are you can buy it cheaper with time. Until Ramtron comes out and gives a game plan on things it expects will happen this year, I'd heed their warning. Try your URL on SYQT. It suggest buy SYQT at 3.35 or better and hope for a breakout.

To: W.F. Schwertley who wrote (4814)	2/9/1998 12:12:00 AM
From: barb loucks	Respond to of 14464

Hi WBS, I'm no technical analyst; but it seems to me that, barring exceptional news, you probably have plenty of time to enter at a reasonable price. I just read an interesting post on the Second Opinion site, which seems to give some validity to their conclusions: Message 3371315 I like the company's technology, but am disappointed in the stock's performance. I'd like to see ESDRAM accepted as the JEDEC standard and another production source; more production news and licensees on the FRAM front. I'd love to see some earnings...This could be a great entry point (if we get some good news), or it could be dead money for a while. If I was just starting to buy, I 'd probably buy a small first position and then wait to see what happens. Ultimately optimistic, but cautious, Barb

To: W.F. Schwertley who wrote (4814)	2/9/1998 1:09:00 AM
From: barb loucks	Respond to of 14464

M. Gumport of Lehman Bros. in a research report on semiconductors dated 2/4 has this to say: OUR FOCUS STOCKS UNCHANGED: COMPANIES WITH THE HIGHEST SUSTAINABLE MARGINS (AND, IF POSSIBLE, BEST GROWTH). We see decidedly mixed near term salesgrowth and profit prospects. By year end resumed strong growth seems likely, and that will lift all chip stocks. Meanwhile, in a relatively uncertain environment, our focus is narrower. Only VTSS-$46 1/2-1 has both momentum and profitability. Our next choices (TOP QUALITY NOW, INCREASED MOMENTUM LATER)are XLNX AND LSCC (LIKE VTSS, GROSS MARGINS IN THE 60% RANGE, BOTH COMPANIES ARE GAINING MARKET SHARE IN the single most attractive segment of the digitalchip market, user programmable logic devices). OUR 2 BIG COMPANY FOCUS NAMES ARE SYSTEM LEVEL, MIXED SIGNAL (ANALOG/DIGITAL) INTEGRATION LEADERS TXN-$57 3/4-1 AND STM-$67 2/8-1. Both lack near term momentum, but enjoy a long term uptrend in profit margins. In an entirely different risk class, we note that the venture story for RMTR-$4 3/4-1 is increasingly strong; (emphasis by me) we also believe PIXT-$3 3/8-V2 will at least carve out a niche market and show good appreciation commercial sales into the market materialize in the next few months. That's all from me for the next few weeks...Good luck to you - whatever you decide. Barb

To: W.F. Schwertley who wrote (4814)	2/11/1998 2:11:00 AM
From: Timothy Bennett	Read Replies (1) \| Respond to of 14464

Very good I must say. Now that technically we know where they have been we can concentrate on where they are going. I am heavily involved in technical analysis and probably more than you care. It is great for the short term and picking up absurd amounts when applied to examples such as KLAC's options approximately 92.3% of the time with a 54% cross over on strike prices for great intrinsic appreciation. However, when facing revolutionary developments and progressions they amount to a bucket of crap. (Bucket sold separately of course.) Don't get me wrong I love the stuff. I even plan to be a technician. However, no chart or indicator predicts the prostpects of R&D. Thanks