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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 (11809)9/25/2003 12:52:41 PM
From: Donald Wennerstrom   of 95573
 
The thing I like about TSM is they seem to be in a "solid" business, and they are making money. Also, the way the market evaluates them right now, they have a lot of "room to run" as shown in the following table.

Message 19324228

One of these days, with the right kind of "media push" recently given to NSM, they could make a big move. I intend to keep a close eye on them.

Don
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