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Technology Stocks : Tower Semiconductor

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To: Don Walster who wrote (569)	12/9/1997 1:22:00 PM
From: slob	Read Replies (1) of 1853

Don: The problem in semi's today is finding low risk bargins. Nearly everyone on this thread is saying what a bargin TSEMF is however they are not comparing it with other semis. If you want a B/V value look at Tseng for a P/S trade look at OAKT and ALSC is a great stock if you want to gamble on a turn-around in the memory market. All of these stocks have a lower risk model than TSEMF, RISK is what gets ignored on these threads. Everyone is so busy working out how much they can make that they forget to calculate what could go wrong. Personally I calculate risk with twice the accuracy that I bother to calculate possible rewards, I guess that makes me a "Half full glass" kinda guy. But on the plus side it sure helps me understand why a stock is being dumped. Or in the case of TSEMF, not being bought. Slob

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