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Technology Stocks : DSSI/DATA Systems & Software

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To: Ariella who wrote (933)5/21/1999 6:08:00 AM
From: shlomi cohen  Read Replies (1) of 1061
 
Ariella Chag Samech (Shavoot,dssi,pars,flsh),

DSSI is now a great buy on Tower alone and Comverge comes as a free potential huge bonus.

As I heard lately, in H&Q conference,

"pure-foundry" companies like TSM are forecasting full capacity toward y2k and a shortage is seen.
TSM is shopping around to buy capacity. Tower will enjoy it even if its line is an old one. On top of it we have the Saifun story (flash).
DSSI partner to the Tower holdings "The Israeli Company", traded in Israel, stated lately that they are looking to sell Tower.
DSSI CEO said in the past, if I am not mistaken, that August 99 is the early date that he can give Tower shares tax-free to DSSI holders.
Right after the potential tax-free distribution of Tower shares to DSSI and "Israel Company" holders I guess Tower will be taken over by one of the large semi companies.
Same great deal that Oshap made with Tcnof shares.

Shlomi.
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