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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (17845)	8/10/2004 12:47:35 AM
From: etchmeister	Read Replies (1) of 95622

"The record highs are impressive for both companies, but people are looking further down the road to determine how much of a drop is in store for the semiconductor industry," said James Huang, a semiconductor analyst at SinoPac Securities. sure, sure but TSM peaked sometime around September 2003 and couple weeks ago TSMC was still projecting revenue growth for this quarter (Q3) and even made some positive growth projections comments for the following quarter Q4 projecting u-rates on the order of 100% There is NOT much left for TSMC to please... I really don't comprehend the "finacial community" - what a terrible track record: 11-Jun-03 Merrill Lynch Downgrade Buy Neutral 6-May-03 Bear Stearns Downgrade Outperform Peer Perform 31-Mar-03 Deutsche Securities Downgrade Hold Sell 20-Feb-03 Merrill Lynch Upgrade Neutral Buy 29-Jan-03 Deutsche Securities Downgrade Buy Hold

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