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.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Iris Shih who wrote (2884)	11/20/1998 3:54:00 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Dear Iris, well shortterm trading (everything less than 6 months) is what I'm doing normally all the time. Daytrading however isn't right for me, too much attention required. I got to graduate over the next 9 months, so I need to take care about exams also - next being Dec. 14th. Can't watch the ticker all the time, neither do I want to.. Will look at Your holdings over the weekend, along with PIR for Rick. From my feelings, PAIR & WSTL recently are a bit weak, however all Your other picks, especially afci, eggs look quite good to me. Regarding Taiwan contract fabs, You had courage - I didn't <g>. But that's rewarded normally. Share Your opinion regarding chip demands, especially in DRAM. Saw SDRAM price for PC100-128K to surge from $120 to $180 here in Austria (dollar equivalent). So there must be somtehing going on there. But on the other hand, the 300mm fab standard is going to limit the upturn cycle's amplitude, at least for the next 3 years, that's something I read in an article on semi equips. Seems that capital spending will be delayed until 300mm is standard. In the meantime my guess is that those semi-equip companies should fare better that: 1) let fabs make use of their DEPLOYED assets more efficiently (EGLS, brks ?. Yield-Up) 2) are somewhat connected to the COPPER TECHNOLOGY (IPEC, SFAM, CEM ?, SFLX, others ??) 3) are into a niche that's less capital-expenditure driven but rather supply/annuity driven, p.e. photomasking: epecially MASK, also PLAB (look to MASK expaning on 0.25 and below design rule) Rrgarding CYMI business is awful and outlook is not bright. On General Litho Thread sources mentioned that COHR should be a force to be reckoned with in ArF. The medical field gives COHR a real worthy cushion against the cyclicality of semi-equips. If DUV-ArF takes off then there's the earnings-booster. If not, it's not as bad as in the case of CYMI. Would also look to KLIC later in the cycle. Critical indicator is 300mm, I think.. My own portfolio right now: just got rid of HWP & ORCL warrants with a nice gain - HWP before the plunge. Apart from that I have DK, TLTN, CGCA, AMD, CPQ, warrants on UIS, warrants on AAN (Abn-Amro- the 2nd largest Dutch-bank, an European big-league player) best regards CROSSY BTW: IMHO You should give the Nikkei a look after January. The new tax reform the Liberal Democratic party put together with the Liberal Party is a key supply-side booster in Reagan tradition. Finally they resort to more tax-relief instead of public-works only. I will get some Nikkei index calls end of December. Also take a look at financials. Good value there (CCI, AAN, ING)