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Technology Stocks : Discreet Logic (DSLGF) - It is a good buy NOW! -- Ignore unavailable to you. Want to Upgrade?


To: Praxis who wrote (900)6/12/1998 2:00:00 AM
From: Sultan  Respond to of 996
 
>>> OFF TOPIC <<<<

Except for SR Telecom and Lumonics, I have all the other ones on my watch list. I have some NN, bought at higher prices. Intend to add. Leitch and Mosaid both are interesting and will add at some point. Lumonics, I have to do some research. At this point, each has some problem. Mosaid, because of their niche, chips, chip testing etc. and the sector being in the dumps.

But generally, I agree. If the balance sheet is strong, and technology current, and the firms have staying power, and some temporary problems but not terminal, then at some point you just have to start nibbling. Will not be able to time the bottom but could start building a position. I am not quite ready to do that yet but it is getting awfully tempting.

But some of these cos. depending on when they report their earnings and if they meet the estimates and CC in terms of future expectations, will stabalize so my take is to watch and act depending on the numbers.



To: Praxis who wrote (900)6/15/1998 8:06:00 PM
From: Sultan  Read Replies (2) | Respond to of 996
 
So what do you make of AVID buying SoftImage. DSLGF took a beating to-day, which I thought was a bit excessive, that is before AVID news. Now am not too sure. There might be more pressure on Discreet, short term.