SI
SI
discoversearch

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 : CYPRESS Semiconductor (CY) -- Ignore unavailable to you. Want to Upgrade?


To: John Ritter who wrote (2178)6/15/1999 4:27:00 PM
From: rinv  Respond to of 2694
 
john-

in my view, unless the semis get out of being cyclical, or, cy
diversifies and gets into datacom in a big way, $36 seems kind of
high. cy's been acquiring/increasing market share in USB and clock
chips but these are low asp sectors. of course, they're still an
SRAM company.

i'm curious to know what you see in three years that'll take cy
that high .. unless you're hoping for another 1995.

regards

rinv