| From: code a lot | 1/30/1996 8:50:00 PM | | | | | |
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! |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| To: Paul Mangione who wrote (1) | 1/30/1996 9:53:00 PM | | From: olduser | | | |
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 |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| To: code a lot who wrote (5) | 1/30/1996 10:02:00 PM | | From: olduser | | | |
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 |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| To: Paul Mangione who wrote (4) | 1/30/1996 10:33:00 PM | | From: olduser | | | |
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 |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| To: Dharmesh Jani who wrote (3) | 1/30/1996 10:43:00 PM | | From: olduser | | | |
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 |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| From: olduser | 1/31/1996 9:50:00 PM | | | | | |
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 |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| From: olduser | 2/8/1996 7:42:00 PM | | | | | |
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 |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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| From: tintin | 2/14/1996 9:58:00 PM | | | | | |
MXIM descended for two days now.
What's the prospect for this stock. Current support level for this stock is at 37. |
| | Maxim (MXIM) - Still looks great. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
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