C-Cube Message Board - Msg: 11132717

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Technology Stocks : C-Cube

CUBE 38.54

-0.2%

3:59 PM EST

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To: Black-Scholes who wrote (44381)	9/1/1999 4:12:00 PM
From: Logain Ablar	Read Replies (1) of 50808

BS: Actually I'm long right now and am just pointing out that TSM has had two price hikes in the last 2 months (actually the first was the elimination of discounts). Once the contract runs out do you think TSM is going to renew at the same rate? I don't think so and I doubt that many others do either. Its my understanding that contracts are negotiated in the fall with a 1/1 implementaion date but I'm sure this can vary from customer to customer. My comments to Fred on higher prices and allocations is just my observation on previous up cycles. Of course you could be right that it will be different this time and I can be wrong (I've been wrong before and will again). From a P&F perspective one would not be shorting the stock. Tim

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