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To: Andrew Vance who wrote (15663)10/19/1998 3:48:00 PM
From: Andrew Vance  Read Replies (3) | Respond to of 17305
 
*AV*--MXIM(1.125) and ANAD(9/16 to $1) doing rather well today as Specialty IC companies. PAIR is up a goodly amount (3/4). One of our enablers, ATMI is now up over $3, while old stand by MIPS and SGI are just chalking up the points. (MIPS was as high as 24-1/2 and SGI is up more than 3/4 so far).

All the above does is illustrate the guerilla warfare in this market of stocks and not a Bull rally in the stock market<GGG>. Time to home in on other stuff from the good old Radar Screen.<GGG>

Andrew



To: Andrew Vance who wrote (15663)10/19/1998 3:57:00 PM
From: Czechsinthemail  Read Replies (1) | Respond to of 17305
 
AV,

What is your take on CYMI at this point? It has had a pretty good rally from its low. Do you think it has bottomed, or do you think we're going back down again? I'm a bit suspicious of the semi equip companies being bought on positive expectations that may be premature. Of course that's always how people feel at the bottom, so perhaps I'm just a contrary indicator.

Baird


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