LT: the Taiwan Semi report, isn't that a tout from a stock broker? I have learned to be very skeptical of reports regarding Taiwan Semi, ever since the IPO, engineered by one of our major brokerages here.
I see the words 'may', 'might', and, of course,
'not confirmed' sprinkled liberally in this report.
"It is reported Motorola increased...
"Nvidia is also forecast to place....although this has not been confirmed"
Do you have reason to believe this information can be verified, and, if so, why would NVDA, MOT and the others allegedly putting in 'rush' orders not also be 'reliable sources' to confirm this info?
Just wondering why all these firms here have given very cautious guidance going into the end of the year, very recently, with earnings, including TSMC, and now this.
Oh, and a "Buy" recommendation, too.
I trust brokerage analysts, don't you,ggggg
James |
