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 : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: sellonrumor who wrote (3771)	8/9/1998 10:23:00 PM
From: Bill Hermesmann	Read Replies (2) \| Respond to of 9582

Probably the semiconductor equipment area would be best for the first stage of a real upturn. In that area I like AMAT, KLIC, CYMR, and in the SRAM group price range, MTSN. :-) I suffered a similar fate pricewise with ISSI as befell you with ALSC. In 1995 Alliance (ALSC), Integrated Silicon Solution (ISSI), Cypress Semiconductor (CY), and Integrated Device Tech.(IDTI) were all flying high with the SRAM boom. They all have essentially the same chart patterns with successive bear market rallies on the way down which were great for traders but not for true believers. Now they are all scraping their lows, but I believe that ISSI (I own it) is the purest commodity play of that leaky boat lot.