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To: Charles R who wrote (8917)10/23/2000 2:19:11 PM
From: Ian@SI  Read Replies (2) | Respond to of 10921
 
How could I be more explicit?

SSB's comment appears to be deliberately misleading any uninformed reader.

TSMC called its acquisitions this year CapEX. As such, it's Capex exceeded its sales.

If SSB didn't fully know and understand this, then my opinion of their shoddy research notes has been lowered even further, if that's possible.

I would strongly suggest that you gather information directly from the source not filtered through SSB, or for that matter, through Silicon Investor posters. I can certainly testify that I'll never accept anything that you post given the SSB crap you found so interesting.