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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: R2O who wrote (15736)	6/15/2004 4:30:52 PM
From: Donald Wennerstrom	Read Replies (1) of 95531

It seems there is very little news that will make this stock "go". As part of the SOX, TSM has by far the lowest PEG of the Group, both now and over the past months and years. On last Friday's close, the PEG was 0.47, good for first place in the Group. In second place was AMAT with a PEG of 0.79. Message 20217643 TSM closed last Friday at 9.08, down 3 percent for the week. Nobody seems to love this stock - no, as a matter of fact, not only do they not love it, they don't even like it!:) If TSM were to be priced with a PEG of 0.79 like AMAT, it would be up 68 percent from 9.08 to 15.26. That would be wonderful and well deserved, but based on past performance, it won't happen soon. Maybe there are others on the thread who could explain the TSM present price position and why it doesn't sell for higher multiples? Don

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