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Technology Stocks : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?


To: Tulvio Durand who wrote (16203)4/1/1998 5:17:00 PM
From: Mr. Aloha  Read Replies (1) | Respond to of 25960
 
Here's an interesting article regarding Intel and cheap computers

techweb.com

This will further increase the need for newer and faster chips that have higher margins. If Intel doesn't move ahead NOW they will lose their margins.

The margins for PC's overall are going to be tight. CompUSA, Computer City and others are finding less money to go around too. How many cheap computers can you sell?? A computer in every house? Maybe 2 computers in every house? We have two TVs?

Aloha



To: Tulvio Durand who wrote (16203)4/1/1998 5:26:00 PM
From: Yakov Lurye  Read Replies (3) | Respond to of 25960
 
Very good day for semi-equips today, especially for CYMI, but we had a similar opening in January and got caught in a broad market selloff just a week later.

We'll probably see some follow-through buying in the morning, but to be on a safe side, I may buy protective puts by midday tomorrow.

Regards,

Y.



To: Tulvio Durand who wrote (16203)4/1/1998 7:49:00 PM
From: DZOO  Respond to of 25960
 
Not really an upgrade.

BA ROBERTSON STEPHENS. Investment banking concern has added a new category to its stock recommendation system. The firm now has five
categories including a "strong buy" which did not exist before. BA Robertson Stephens expects this new category to provide clients with its "most urgent investment ideas" with significant appreciation potential over a three-to-six month time period. Based on this new ratings criteria, several stocks have been upgraded to this new category from their previous "buy" ranking.