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Technology Stocks : DSSI/DATA Systems & Software
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To: shlomi cohen who wrote (937)5/21/1999 7:33:00 AM
From: Ed Hawkins  Read Replies (1) of 1061
 
Shlomi,

Solid post there Sir. Thank you. Where's Omer?

Yes, rumor has it that TSMC is looking very closely at TSEMF, mainly because TSMC covets embedded flash as the future of NVM, and they regard the Saifun/Tower solution as the best-by-far. They also need a European Fab. If Tower can partner with them on some new advanced capacity, they can use the existing facility for CMOS Image Sensors which are less sensitive to technology migration.

I think all of us long-time TSEMF/DSSI shareholders finally will start to join in on the Wall Street party in Q3/Q4 of this year. The potential upside on TSEMF due to their holding in Saifun alone is truly staggering. Few people realize it. Ostensibly Tower could shut their manufacturing doors forever and still be making $1-$3/share per year off of Saifun royalties by 2001-2002.

Have you started re-buying Tower? Will H&Q initiate coverage on TSEMF any time soon?

Thanks Shlomi.

With regards,

Ed Hawkins
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