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 : Stock Swap -- Ignore unavailable to you. Want to Upgrade?

To: Dale Knipschield who wrote (16217)	2/16/1999 1:11:00 PM
From: SE	Respond to of 17305

7 3/8? I missed that....long at 8 7/16. Hey Vance! What is going on?!?!?!? :)

To: Dale Knipschield who wrote (16217)	2/16/1999 3:15:00 PM
From: Daniel Pomp	Respond to of 17305

WFR: Bought back into this today at 7 even. The last time I played with WFR was right after the big drop in late July, 97. I lost $$ in short-term calls. Better luck this time? Daniel

To: Dale Knipschield who wrote (16217)	2/16/1999 8:02:00 PM
From: Andrew Vance	Respond to of 17305

AV-- 18 months out, I have to believe it should reach its $24 IPO price. Today's AMAT earnings report was very upbeat and they were starting to see both capacity and technology buys. Furthermore, they discussed the stabilization and $10 pricing for DRAMs, as that sector was starting to consolidate. The conference call was upbeat for them, in the face of flat predictions for the rest of the sector. The price target is only a guess and opinion. And, it is also a conservative number since I personally think it may go higher. Andrew