B.S. Don't you own CUBE? This does'nt look good:
Lower exposure to Taiwan could offer a good investment opportunities
We think that the uncertainty surrounding the extent of the Taiwan earthquake
could negatively affect most semiconductor stocks. However, we believe that
investors may find a good investment opportunity should stocks of companies
with relatively low exposure to the Taiwanese foundry business negatively over
-react. Contrary to what some investors may think initially, most of the
franchise players in our Communications IC universe have little or no foundry
work being done in Taiwan. Since many of these companies deal in bipolar,
BiCMOS, gallium arsenide, or silicon germanium processes, they either
manufacture their wafers internally or at domestic foundries, notably IBM.
Within this universe, we believe that investors can break down the
opportunities according to exposure:
Very little / No exposure: AMCC, CNXT, DS, INTC, RFMD, TXN, VTSS.
Fair amount of exposure: PMCS, BRCM
Large exposure: CUBE, GALT
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