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To: Ausdauer who wrote (12688)7/8/2000 9:57:16 PM
From: TREND1  Read Replies (1) | Respond to of 60323
 
aus
it is 244Kb and on it's way to you
Larry Dudash



To: Ausdauer who wrote (12688)7/8/2000 9:57:57 PM
From: KevRupert  Respond to of 60323
 
Great Quote to Sleep To:

As Jay quoted from the Barron's article today:

"I don't want to be hyperbolic, but it is like a Qualcomm. They have the technology standard and get paid when others use it. They have all the things we like. They have rising margins. They are taking market share. They have defensible patents. They're not in a commodity business. The market is completely supply constrained. And it is a very usable technology."



To: Ausdauer who wrote (12688)7/8/2000 10:07:43 PM
From: Craig Freeman  Respond to of 60323
 
Aus, check the recent links to TSM. They have recently invested US $7B US and are predicting a sweet spot for semis during 2002 or later.

Craig