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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: Donald Wennerstrom who wrote (15750)	6/16/2004 12:31:49 AM
From: The Ox	Read Replies (1) of 95530

TSM has a few "biased" strikes against it. First off, it's Taiwan. Americans (joe six pack, that is) have almost always looked down their noses at any thing manufactured in Taiwan, regardless of quality. Next, there's the stupid/ignorant American view that China will attack Taiwan at any moment, on the drop of a dime. Lastly, there's the analyst and investment community's constant degrading commentary about the "commodity" based business that TSM is in. In America, 3 strikes and your out. Like an umpire with a strike zone that's 8 inches wider then the actual plate, TSM get's the same "calls" from American analysts that a Major League rookie get's against a "hall of fame" veteran. jmo. PS I'm sure RtS can tell us all why my perspective on TSM is wrong. :)

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