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   Technology StocksMaxim (MXIM) - Still looks great.


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From: code a lot1/30/1996 8:50:00 PM
   of 23
 
Did you catch the action day before earnings. They sold off on ru-
mors that they were going to miss estimates down 5. We beat est.
by .01. Solid report all report (except for shortage of qualified
personnel for new plant in Oregon). Sizeable backlog still which
means bookings are continuing to be solid. Yet we could get back only
3/4 of a point today. What a strange market we are in!

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To: Paul Mangione who wrote (1)1/30/1996 9:53:00 PM
From: olduser
   of 23
 
Paul:
Their earnings were a bit ABOVE estimates, though I hear the 5-point
hit a few days ago was based on rumors that they would be below. I's
strange that a company can lose 10% if it's value in a day because
they had a BIG earnings, but not just a little bigger.

I still believe the "experts" will pump up stocks, then tear them down
on a moments notice --- but over the long-haul (and thats 5 years or
less in this game) quality, management, stability, etc. will keep
pushing the curve upward.

Bill

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To: code a lot who wrote (5)1/30/1996 10:02:00 PM
From: olduser
   of 23
 
Strange indeed - long term means more than a year! I find it amazing
that they are able to bring so many new products to market so quickly.
And they are so damn good and inovative. I could ALMOST believe they
are run by the Mafia, where a guy named "Guido" tells their crack
designers, "Your a not gonna leave this company!" -- JUST KIDDING!

I put my money where my mouth is - bought some more just a couple of
months ago. Wish I could say that about some other stocks!

Bill

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To: Paul Mangione who wrote (4)1/30/1996 10:33:00 PM
From: olduser
   of 23
 
Hello Paul:

You have certainly moved to a place where your MIT-EE talents are
sorely lacking. Any analysis of a technical company needs to be done
in part by a qualified technical person. Particularly with a company
like Maxim. You don't buy a Maxim computer - there isn't even a label
that proclaims, "Maxim Inside". But there's a good chance that many
DO have Maxim components (especially laptops).

A great strength they have, in my opinion, is that they are NOT tied
to the PC business. Their products span many markets.

Did I mention that I went to MIT as well? Way back in 1957. I was a
Lambda Chi Alpha and walked the Harvard bridge more times than I like
to remember. Tough for a boy from South Louisiana (now in San Antonio,
TX). I was co-founder of a company in New Orleans called TANO Corp.
that grew from 3 to 400 & had a public offering. We were purchased by
a company called Rexnard (later acquired by someone else). I left
right at that time to take over a family business in TX, but I am
still involved in design with two companies in the medical &
industrial fields (both in Dallas). I have toured many manufacturers,
done business with many, been touted to become an investor in many,
and more than once I have thought about the poor quality of REAL
information available on technical companies.

A lifetime friend in Houston is a Petroleum engineer who got caught in
the 1980's oil decline. He spent about two years learning the nuts
and bolts of the investment business & is now a CFP, etc. He's doing
VERY well - and most of his clients are oil company people.

Paul, wonder who you work for? My e-mail address is:
bringier@connecti.com in case you don't want to broadcast it.

Good to meet another Beaver - (the root of many jokes).

Bill

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To: Dharmesh Jani who wrote (3)1/30/1996 10:43:00 PM
From: olduser
   of 23
 
Dharmesh:

Hewlett Packard, which has a huge medical business, bought 30% of the
company. I don't have lots more info except they went from 18-46 in
the last 12 mo. and are now back at 31. You should have bought 2 years
ago! (Or when they went piblic.) -- Don't we all wish we had done
those things.

Bill

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From: olduser1/31/1996 9:50:00 PM
   of 23
 
If you saw my comment to Dharmesh about Hewlett Packard making a 30
percent investment ---- I WAS ANSWERING A QUERY ABOUT A COMPANY
CALLED i-stat (nasqad STAT). Sorry about any confusion.

Bill

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From: olduser2/8/1996 7:42:00 PM
   of 23
 
To All:

This thread could die unless some MXIM investors - or tech-shoppers -
don't respond. If you are hurting with MU or whatever, look how MXIM
survied the big selloff. Quality does help!

WB

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From: tintin2/14/1996 9:58:00 PM
   of 23
 
MXIM descended for two days now.

What's the prospect for this stock. Current support level for this
stock is at 37.

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