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To: FJB who wrote (40889)	12/16/2000 9:11:03 AM
From: RMP	Respond to of 70976

OT: RE MSO >Go long GX and short MSO(Martha Stewart) MSO(Martha Stewart) was one of the Individual Investors Magic 25 for the coming year. PS. I also don't like MSO.

To: FJB who wrote (40889)	12/16/2000 10:55:45 AM
From: Proud_Infidel	Respond to of 70976

Taiwan's Mosel Vitelic reportedly scraps plan to build 300-mm fab in Canada, report says Semiconductor Business News (12/15/00 19:46 p.m. PST) HSINCHU, Taiwan -- In a major development, Taiwan's Mosel Vitelic Inc. late today reportedly scrapped plans to build a 300-mm wafer fab in Canada, after the Canadian government decided not to fund the project, according to reports from Reuters. According to the reports, Industry Minister Brian Todd said Mosel Vitelic withdrew the company's application to build the $2 billion plant in Ste-Anne-de-Bellevue, Quebec, near Montreal. Officials from the Canadian government or Mosel Vitelic could not be reached for comment. For about two years, Mosel Vitelic, a supplier of DRAMs, LCD driver ICs, and foundry services, was looking to build a 300-mm fab in Canada, in an effort to spread its manufacturing base outside of Taiwan. The proposed fab, to be built by 2002, was supposed to make flash memories and provide foundry services. Over the last several months, the company was in discussions with the Canadian government about obtaining some $700 million in funding and subsidies for the plant. But the government reportedly balked, which came as no surprise to analysts. The ill-fated project itself was considered risky from the very beginning, analysts said. The Taiwan chip maker also may have re-considered its proposal after recently experiencing lower-than-expected demand for its bread-and-butter DRAM products. Mosel Vitelic may have lost interest for other reasons. The company's DRAM partner--Infineon Technologies AG--this week announced plans to invest in a 300-mm silicon foundry venture in Singapore with another Taiwan chip maker--United Microelectronics Corp. ProMos Technologies Inc., a joint DRAM venture in between Mosel Vitelic and Infineon, has an 8-inch fab in Hsinchu, with plans to build a 300-mm facility in 2001. Mosel Vitelic also plans to build its own 300-mm plant in the southern Taiwan city of Tainan.

To: FJB who wrote (40889)	12/16/2000 3:50:09 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

"MSO is guaranteed to go down in a recession. Is it not?" Hi RG, I don't know if there are any guarantees. I would have never imagined the equips would nose dive 9 months before any hint of a spending slowdown, for example, but there are other examples. I am going to post my equip trades for each week, fwiw. If I follow the plan, most weeks will have no activity. 1. Shorted 8x Amat at 46.8 2. Shorted 4x Nvls at 30.275 average 3. Covered 3x Amat at 39.25 Current positions are therefore 5x short Amat and 4x nvls, with a net realized gain of 22.65x, and unrealized gains of ~37.5x. As I posted earlier in the week, I am experimenting with a trading plan using ta on NVLS and AMAT, which causes the following actions to be taken: 1. sell and go short on a drop through the 30 week(was about 80) 2. going long at the 200 week and covering the short(37.04 3. going long again on a strong rise back through the 30 week(we don't know yet) 4. repeat. Again, I stole the 30 week idea from another member of this thread, and the 200 week idea is mine from looking at old charts. I have been an amat fan forever, based on fundamentals. My desire here is to make as much profits as possible. Period. AMAT does NOT trade on fundamentals at all, given about a 1 year time frame. As all stocks do, it does indeed trade on its fundamentals over a multi year time line.