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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%Nov 12 4:00 PM EST

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To: michael97123 who wrote (12085)10/16/2003 3:05:36 PM
From: Donald Wennerstrom   of 95406
 
TSM looks pretty good - I usually report on it weekly since it is a part of the SOX. The most recent report is at:

Message 19391098

From what I remember, recent news information on TSM has been "good".

FLEX I do not follow - perhaps others on the thread have some information they can put forward.

Don
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