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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (10345)10/30/2000 4:02:44 PM
From: im a survivor   of 65232
 
EDIT- looks closer to 20%

MCHP/TLCM DEAL :

By the way, if you do the numbers, tlcm has about a 25% premium coming, and if we do get a good nov/dec rally, that premium will be a while lot more.

Current MCHP price = $28.75
Current TLCM price $13
Conversion 53%
$28.75 x 53% = $15.23 price for tlcm

Lets hopefully assume the chip sector rebounds nov/dec.....TLCM at $13 right now could be a big winner.

Just my opinion of course.....

keith
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