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Strategies & Market Trends : The picks
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To: Trader X who wrote (4868)2/13/1997 12:30:00 AM
From: Andrew Vance   of 6124
 
*AV*--another one gets away. I didn't even catch the TGAL move out of the 5s. Dropped it off the radar screen and se what happens when you don't pay attention. Does TGAL play to 10 (if so, 25% is not bad)?

LEVL is a touchy one for me. I hope you are right. They will definitely benfits from the reduced costs of foundry wafers they purchase from their contract IC manufacturers. This may be a longer term play however since the benefits of reduced wafer costs will not translate for 1 full manufacturing cycle which is roughly 12 weeks.

Regards
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