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Sypris Solutions Inc. Message Board

  • cfellows12 cfellows12 Jun 1, 1999 10:55 AM Flag

    A look at June and July

    This is going to be an exciting week in tech land
    folks. The market desperately wants to buy them up, but
    interest rate fears are beating them back. Money has made
    a decided move out of the big names we have all
    loved like INTC, MSFT, CSCO,
    and DELL into
    secondary players. Is the big cap thing done? No, but its
    on hold as fundies are looking for more value in
    these unsettled times. We think tech overall will be in
    good shape this week and if the employment report
    doesn't
    hurt us we should be okay. Since money has
    shifted into some lesser known names, we like SONE to
    keep moving. We have followed them for some time and
    they appear ready to make a move. CTXS is a techie
    that has made us money in the past and
    seems ready
    to do it again. GMST gets a lot of attention over
    their programming technology and look good for more.
    NEON looks attractive, NTLI looks okay. VIGN appears
    to have bottomed out and is turning up, and this one
    can move well. MUSE
    made us money before and is
    going to again, MTIC is a tiny cap looking to explode.
    BRKT (another software company) is looking attractive
    here, ADTN is getting analyst attention, and CMVT who
    split for us a while back is poised to make a very nice
    move. LGTO keeps popping up as a likely mover, and
    watch little LNET.
    We featured them a while ago as
    a company with a big goal. They want to wire hotel
    rooms with plug and play internet for business
    travelers and there are a lot of hotel rooms out there
    folks. Friday they made a nice move and more
    could
    come. I always keep an eye on BRCM and BCST as they can
    really jump when the market lets them.

    Memorable
    Plays:
    We suggested NSOL, CNET, and CMGI on 3/8/99
    (+40), (+40), and (+47 1/2) respectively. Not to mention
    EPAY on 3/15/99(+21 57/64).


    For more info
    and some possible plays for the rest of the week
    http://207.158.224.126/NP/NP2.htm Free two-week trial newsletter and full access to
    the site.

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