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Technology Stocks : Tower Semiconductor
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To: Omer Shvili who wrote (540)12/2/1997 11:37:00 PM
From: virgil vancleave  Read Replies (2) of 1853
 
just thought i would post part of a larger article that may pertain to tower. not sure if it does, but i do know they work closely with national semi and still do alot of business with them.
Still, all is not negative in the chip sector. One
pocket of strength should be companies that make
analog chips, or those that process real-world signals
(like temperature, pressure and sound) instead of just
binary codes . Analog chip makers are relatively safe
because their products are not in PCs, says Peck.
Three firms in this area that he likes are Analog
Devices (NYSE: ADI), National Semiconductor (NYSE:
NSM) and Linear Technology (NASDAQ: LLTC). But even
these stocks will run into trouble if the problems in
Asia get much worse and a serious economic slowdown
occurs, which would cut into demand, Peck warns.

hope this helps. could be part of why tsemf showed a little strength and held its own today while some others got hammered.
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