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Technology Stocks : Tower Semiconductor
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To: virgil vancleave who wrote (565)12/10/1997 8:59:00 PM
From: Robert Florin  Read Replies (1) of 1853
 
also, i have been doing some reading and thinking about their relationship with nsm. this could turn out to be an excellent deal as nsm and cyrx are now one and nsm is into the low cost pc production using cyrx chips. correct me if i am wrong, but would not this setup have positive implications for tower or even prompt nsm to consider aquiring tower for their cash position and products and technology.
just a thought. either way, the outlook for tower looks promising, especially if management can perform.

Depends on what NSM's strategy will be. They produce gillions of chips, but probably will use TSMC, Chartered, UMC, their own fab in So Portland, and Tower. If the demand for their "information appliance" vision achieves some success, they probably wil want alternative fab sources.
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