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Strategies & Market Trends : Value Investing
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To: Ron Bower who wrote (3654)3/30/1998 8:37:00 PM
From: Count de Monie  Read Replies (1) of 78525
 
Ron, Let say that TSEMF makes .50 in 1998. At $10,
a share, the PE would be 20. The chip manufacturing
business has an overcapacity that will last for
another 2 years. The delays and cancelation of new
plants today proves the overcapacity theory. The
chip growth in 1998 is forecasted to be 14 percent vs
17 percent in 1998. TSEMF states the next two quarters
will be losses. You say the price will rise because
of inventory reduction and cost cutting. IMHO there
are better bets like putting more money into DSWLF.
Count de Monie
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