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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Alastair McIntosh who wrote (37696)10/3/2000 1:33:01 PM
From: Proud_Infidel  Respond to of 70976
 
Alastair,

TSMC sweetens growth forecast

You highlight exactly what is so perplexing- namely, that TSMC is revising upward its forcasts while the primary beneficiary of said upward revision is getting whacked. Either we will see a dramatic downturn in the coming months for the sector or every MBA school in the country will be forced to rip out the chapter on "efficient markets."

BK