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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: The Ox who wrote (11619)	9/22/2003 12:48:46 PM
From: Donald Wennerstrom	Read Replies (3) of 95572

Here is another piece of news on TSM this morning from Briefing.com - still planning further expansion. <8:19AM Taiwan Semi plans to double capacity in China -- Reuters (TSM) 11.72: Reuters reports that the world's largest contract microchip maker, said on Monday it plans to crank up production at a China plant opening next year to double its previously announced target.> While that should be good news, TSM is presently trading down over 3 percent. As reported previously, Message 19324252 TSM has a "good position" in the SOX. A person would expect a little "pop" on the present news, but no such action is occurring. Don

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