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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: thecalculator who wrote (14406)	8/30/2000 10:54:30 AM
From: hueyone	Read Replies (1) \| Respond to of 60323

Calculator, Of course SNDK and SST have higher PSRs than TSEM; they are both highly profitable companies and TSEM just loses money. Calculator, try sticking to the engineering side of things. Your foray in to finance isn't going very well. Best, Huey

To: thecalculator who wrote (14406)	9/2/2000 11:33:21 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 60323

OT the calculator, I think that you are forgetting a very important point, Tower will not have this fab operational until at least 2002, well, by that time, the semi industry will be in one of its cyclical slumps, Tower will still have to pay interest and overhead, but production ramp up will slow down as their partners make sure their own facilities are fully operational. I think that Tower should be available some time in the next two years at much better prices. SNDK and SSTI are much better bets as Hueyone suggested. Zeev