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Technology Stocks : TSEM --Tower Semiconductor Ltd.
TSEM 98.99-6.9%3:59 PM EST
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To: wang who wrote (35)4/9/2000 2:09:00 PM
From: ahhaha  Read Replies (1) of 60
 
From the transcript:

There might be some point and we have to already start stopping our engineers who always come with ideas how you can do things better, so we have to be very careful because our engineers always like to improve and get things more efficient and less costly or any other advantage they see. And we would like to postpone all these improvement projects for a later stage and start by having a copy exact. At the same time there will be some engineering projects that we will have to do and this is referring to installing our specialized modules such as the Microflash and such as the CMOS image [inaudible] on the base line of Toshiba technology. So it will probably start again as a copy exact of Toshiba logic process, but pretty soon after we would like to be able to run our specialized models as well.

That's all I said before Yoav said it in the CC.

As for valuation it's completely open. You have to buy and hold because you believe on faith. This isn't an earnings visibility play exactly and because of this fact, the shares will be very volatile. In order to truly benefit with a wildly volatile play, contrary to popular belief, you can't trade. You have to grin and bear the wild swings. The wild swings imply a vast upside more than any other factor. When you put TSEM's chart on a scale with 500, the chart looks like a random squiggle of a stock random walking in a base. That's exactly what's happening here. You don't trade a base and it will be difficult to buy a break out.
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