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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: straight life who wrote (8266)10/13/1999 9:04:00 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> 1.There's Taiwan.
2.They're coming out with a secondary (at these prices!)
3.and building their own fab.

#1 is only a short term problem
#2 is a signal to stay away until the stock finds new support following the dilution.
#3 is really scary. I don't know what geometries they are running, but state of the art fabs cost > 1B. It takes a long time to amortize that kind of investment, and semis are a cyclical.

Even if I was inclined to invest in story stocks, I'd be very cautious about trying to time sndk just now.

uf
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