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Non-Tech : PSUN A new breakout at $30+!
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To: Duane L. Olson who wrote (987)2/26/1999 4:46:00 PM
From: E. Graphs  Read Replies (1) of 1622
 
[Off-Topic]

Duane,

Thanks for the article on TSMC. Kind of funny reading it while watching the semis get hammered down.......and I though TK was long gone.

>>Although taking advantage of the 0.25-micron wave will top this year's priorities, TSMC is also setting its sights on even deeper submicron technology. The company is sampling chips made on 0.18-micron lines this year and will migrate to 0.15 micron next year. TSMC expects to roll out 0.13-micron lines with full copper interconnect capability by the first half of 2001.

TSMC's capacity outlook ties in with a renewed sense of confidence in the overall semiconductor market, said BancBoston analyst Susan H. Billat.

“There is an industry turnaround. Things are getting better and better, and they are getting better faster than was previously expected” she said, adding that a number of company executives mentioned during the technology conference that they are considering asking their boards to increase capital spending levels to meet the projected demand.<<

So, maybe this was an orchestrated dip to let everyone buy in again low before the March 9th Morgan Stanley Semi conference......?

In the meantime, I bit the bullet and added more TACO today. Couldn't resist. After I measured TOM against PSUN for Mathon, I measured TACO against MCD.

Today all of our non-tech picks were up: DIS TACO BRL PSUN

Almost bought some DPMI since 39 was my target....maybe I'll wish I had on Monday.

Are you still in VLSI?

E!
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