Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (17467)	9/7/2001 3:25:01 PM
From: thecalculator	Read Replies (2) of 30051

Calc, then maybe you should educate us and tell us what are the positive developments... ***** sitewards.com. After I finish presenting the TowerSemi(TSEM) case from a fundamental perspective, I will get back to the technology developments, alluded to in the above URL. Fundamental stats related to the issue are being discussed on the SNDK thread. There will exist a tremendous** disparity in Tower's Future Book Value relative to their cheap Market Cap, if Tower's share price remains at it's current low values. Tower's Book Value should really jump once Tower puts their new Fab 2 on their books as an asset. The question I posed to you on the SNDK thread is: "at what point does the stock market begin to discount this $1.1 billion asset that will eventually be appearing on the books of a $200 million marketcap company?" Message 16312203

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