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.

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

To: Tom Todd who wrote (1597)	3/19/1998 9:53:00 PM
From: Doug	Respond to of 2389

Tom: I saw a similar pattern in CS in Nov and BAY last week. It seems the majority of the High Techs are not making their Numbers. A stop loss or a PUT may offer you that protection in these volatile markets.

To: Tom Todd who wrote (1597)	3/19/1998 9:56:00 PM
From: shane forbes	Read Replies (1) \| Respond to of 2389

Tom: A few short weeks ago someone mentioned that the PLD guys were a relatively "safer" bet. Remember that bevy of upgrades - must have been at least 5 or 6. How quickly things have changed! I actually do not have a large position in ALTR and so just let it ride. I will however be buying if things go haywire and the stock gets pummelled to the insider buying number of around $30-32. Remember also that it appears that the semis as a group are in the doghouse and there have been plenty of warnings of diminished earnings this q. Eventually ALTR and the other specialty semis will be affected unfortunately. I just don't know when and by how much! Shane.

To: Tom Todd who wrote (1597)	3/20/1998 9:55:00 AM
From: Thomas G. Busillo	Read Replies (1) \| Respond to of 2389

Tom, that's what I was thinking, but after the Edelstone upgrade, maybe you could sort of try and read the tea leaves this way: 1) Someone gets wind that either ALTR or XLNX was meeting w/ analysts and they assume the worst, word spreads, etc... 2) and one of the two does meet, but instead of doom and gloom, it's "things are okay" (or better) 3) and the MS upgrade is a byproduct of that meeting? That's TOTALLY speculation on my part, but it seems to fit. Although, Edelstone did also up LSCC, so maybe it was more of a general call on the PLD guys? If anyone's a shareholder, they could call up IR and ask if they were speaking w/ analysts over the last 48 hrs. That's not the kind of call you make on a daily basis or anything, but after yesterday's action followed by an upgrade of that magnitude out of Edelstone I think it's a very fair question to be asking. Good trading, Tom