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Technology Stocks : CYPRESS Semiconductor (CY) -- Ignore unavailable to you. Want to Upgrade?

To: Carl Thomas who wrote (1778)	2/11/1998 12:53:00 AM
From: SMALL FRY	Read Replies (1) \| Respond to of 2694

AMAT beat estimates by .02 and some people think it's bad.<g> I'm long AMAT and has been following it for a while. Nothing new there...certainly nothing that may affect CY. biz.yahoo.com Wow! We actually moved 5/16? Hold me I'm faintingggg....<VBG> G'luck, SF

To: Carl Thomas who wrote (1778)	2/11/1998 9:55:00 PM
From: Alan C. Zezula	Respond to of 2694

Small Fry filled you in on the earnings. The rub was that Jim Morgan CEO is cautionary about the next 2 qtrs. Said on CNBC that Japan's fiscal year ends in May and doesn't see sales kicking from them until after May. This could adversely affect the semi-equip. sellers as well as the chip companies as noted by CY, INTC, LSI, etc. being down today. Plus the SOB at Merrill Tom Kurlac said semis won't meet earnings for next two qrts. So what else is new? Personally I think he has missed the entire up move in the semis since early Jan. and he is trying to talk them down so the Merrill clients can get back in. Al