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To: Sam who wrote (16396)11/2/2000 3:29:28 PM
From: Zeev Hed  Respond to of 60323
 
Sam, no argument, but the street looks at the whole flash market as a homogenous monolith, and they determine valuations, that is why SSTI can be had for less than 10 times Yeh's estimates of next year's earnings ($2.90). And yes, I meant TSM, not Tower. Tower has not yet set the corner stone for their new planned fab.

Zeev