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Strategies & Market Trends : Steve's Channelling Thread

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To: thecalculator who wrote (17466)	6/8/2001 10:58:00 PM
From: Zeev Hed	Read Replies (5) of 30051

Calc, then maybe you should educate us and tell us what are the positive developments. Right now, they are still quite some time from even laying the foundations for the new fab, and have not even raised all the funding necessary. The decline which I expect, will not necessarily be tied to specific developments in TMSC, but to the semi market in general. The big positive (and thus my suggestion that a triple bagger from around $10 is quite feasible in a year or so), is that that new fab will come on board in about 18 months, just when tightness in chip capacity may develop. The market will probably discount that quite ahead of time. Zeev

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