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

To: Crossy who wrote (2892)	11/22/1998 7:53:00 AM
From: Iris Shih	Respond to of 37387

Crossy, Thanks for your analysis. Yes I know ETEC's future prediction isn't too bright. It's a trading stock to me. If you compare its valuation to other semi equipment makers whose future is also not too visible, ie amat, nvls, klac, you'll know it's cheap. I'll be out of it around 35. As amd, I'll wait until Monday. Next week we have Thanksgiving coming. The market will hold up well. Last Friday was option expiry day. So it's hard to read into stocks' fluctuation. intc is my long-term holding. I have them since teens. I only sell covered calls from time to time. I don't have macronix. But both macronix and Mosel Vitelic are looking mighty strong. I like Mosel better. Two weeks ago when I saw hugh buying into Mosel, I knew something was brewing and intended to buy some. But my husband prefers tmcs and umc. The stock rose from NT$22 to 29 in two weeks. And still looks good. I plan to buy some if it can pull back toward nt26~27. Otherwise I'll just wait. Three weeks ago, my mom was so worried about the deterioration of Taiwan economy that when I told her to start accumulate some foundries and pc stocks, she hesitated. I told her most of the stocks I like showed good basing patterns and accumulation. She did buy some finally before the crowds. Now she is a happy camper. Again, volumes and chart patterns speak louder than fundamentals. I don't quite understand tech fundamentals. I only follow trends where the money bets on. Take two semi charts as examples. 1. cdn had a big white candle with hugh volume on ealy Nov. I bought some on that day but got scared out for a point gain(fundamentals scared me), and it ran from 20 to near 30 in two weeks. 2. pria had several big white candles in Oct. and Nov. I bought some around the last big white candle with hugh volume at 19. Almost sold it due to poor earning expectation. And it turned out not too bad. Another one is amd. I really don't like amd's management but the volume it got towards 20 persuaded me to buy some. I'll get out if the chart says so. As internet stocks, forget about their valuation for a while. Rick knows that I bought quite a lot of them during last sell-off and traded them out with nice gains(which I thought I was good). But now looking back I feel I am an idiot that I miss double profits on most of them since I sold. Now at this nosebleeding high level, the only thing I can do is stand aside and trade eggs and nscp from time to time. That's for all now. You have a nice weekend. Iris

To: Crossy who wrote (2892)	11/23/1998 8:31:00 AM
From: Iris Shih	Read Replies (2) \| Respond to of 37387

AMD AMD discloses K6-Win95 glitch By Lisa Dicarlo, ZDNet Advanced Micro Devices Inc. has advised customers of an incompatibility between the latest versions of its K6-2 processors and certain versions of Windows 95. If the incompatibility occurs, systems will fail to boot. That's bad news for the Sunnyvale, Calif., company, which this week announced 366MHz, 380MHz and 400MHz K6-2 processors that are used in systems from some of the leading PC makers, including Compaq Computer Corp., IBM Personal Computer Co. and Hewlett Packard Co. AMD (NYSE:AMD) posted an advisory on its Web site stating that "when you are starting Windows 95 OSR [OEM Service Release] 2, 2.1 or 2.5 on a computer with an AMD K6-2 processor running at speeds of 350MHz and above, you may receive one of the following error messages: Device IOS failed to initialize. Windows Protection Error. You must reboot your computer. Windows Protection Error. You must reboot your computer." Problem is "very intermittent" The advisory notes that the problem is "very intermittent at 350MHz, but occurs more often at higher speeds.'' A Compaq official said the Houston-based company isn't likely to be affected by the problem since the majority of its Presario PCs are sold with Windows 98. According to the AMD Web site, the problem is "caused by a software timing loop that is sensitive to processor frequency and is not a processor erratum, and does not occur with Windows 98 or Windows NT." A free fix, which is an update to the operating system, is available from Microsoft Corp. by calling (425) 635-7000. The fix should correct the problem in future K6-2 processors. AMD officials couldn't be reached for comment. It is unclear whether AMD knew about the debilitating bug before announcing the new processors on Monday at Comdex/Fall.