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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: JZGalt who wrote (7559)	6/9/1999 5:16:00 PM
From: JZGalt	Read Replies (1) \| Respond to of 18928

One final selection. ASYT is a less than $20 stock that I believe will be worth $40 in next 12-18 months. ASYT is now one of my top 10 holdings. ASYT got a nice order today and Intel said they are going to start using 300mm wafers which means more orders in the future. +30% since 5/31/99. After sitting with this one for a year, it is nice to see it start to roll. They don't all turn out this way, but it is nice when you get a few of these days strung together. BTW, CYMI will also move late in the semiconductor equipment cycle after the big boys move. ---- Dave

To: JZGalt who wrote (7559)	6/16/1999 10:17:00 AM
From: JZGalt	Respond to of 18928

OT - Enterprise Resource Planning (ERP), storage follow up. Today we have the announcement that ORCL has beaten eps for the quarter and posted some significant eps numbers. This is a significant event ala the Intel announcement in the semiconductor equipment area last week. Essentially I suspect that since ORCL has not disappointed, brokerage houses will be upgrading the ERP group now. This is as close to ringing the bell as Wall Street will get. SAP, ITWO, PSFT, ORCL, JDEC, SEBL are all moving nicely higher this morning. In the thin client area CTXS has announced a channel partnership with IBM. IBM is now one of the largest IT consulting firms in the world and having them in a partnership with Citrix won't hurt. Finally, in the storage area a loser for the time being. NTAP has gone nowhere but south. Luckily for me, I also own LGTO which has done nicely. Another loser is WIND. Now at levels near where I suggested it, but in a weak chart pattern. ---- Dave PS, communications chip stocks are still rising. Seems like the brokerage houses finally figured this out. ML increased target prices on the group earlier in the week.