Glavin cites Galileo Technology (GALT: news, msgs) and C-Cube Microsystems (CUBE: news, msgs) as having "large exposure" to the disaster in Taiwan because they have most or all of their foundry production there. Galileo dropped 3 9/16, or 11 percent, to 29 5/16 while C-Cube dipped 1 25/32, or 4.4 percent, to 39. Companies with "fair" exposure are PMC-Sierra (PMCS: news, msgs), which declined 3 1/8, or 3 percent, to 99 7/8, and Broadcom (BRCM: news, msgs), which dropped 4, or 3.7 percent, to 105 5/16.
cbs.marketwatch.com
TMSC maybe structurally sound, but do they have power?
PS. Charlie may have kicked Lucy off the field, but maybe she landed in Taiwan with a thud! Doh!
PPS. My BS indicator went positive earlier today. That's not good for the stock as it has been an excellent contrarian indicator. |