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To: Charles R who wrote (8914)10/23/2000 1:54:41 PM
From: Ian@SI  Read Replies (2) | Respond to of 10921
 
If you're looking for investment information on chip sector from SSB, I suspect you're rapidly going to become much poorer.

In order to do a Year over Year comparison, one would have to look at the components of this year's TSMC Capex budget.
Hint: Check how they accounted for the acquisitions that they did.

SSB knows full well what's going on, or at least they should. If SSB actually said what you posted, they're being disingenuous at best.


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