Good Morning, Aus. The only thing I know about TSEM is the
little I've read from the luminaries posting here. The last
few days, I've been becoming more and more worried about
another conflict in the Mid East. I have to wonder if
TSEM foundry (s) are in any danger being located (I assume)
in Israel. Of course, if there is a war, we'll be seeing
the NAZ down to teens in a heartbeat, so, maybe I shouldn't
worry about TSEM only. LOL.
On the other hand, the smart money over on Mike Burke's thread have been calling for the NAZ to hit the teens for
the last year, and they--judging from the current comments--
see it happening as we slowly drift lower week by week.
Anyway, so far, all the good news in the world isn't going to buck the market trend for sndk. I'll be looking to take
a major position when the meltdown fires finally cool off,
hope it isn't 12 to 18 months!
Thanks for all the great posts,
Lew |
