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To: 16yearcycle who wrote (40935)	12/18/2000 6:32:24 PM
From: mitch-c	Respond to of 70976

But the damn thing defies the fundamentals. Based on fa, it is ALWAYS time to buy and hold amat. I think you've just defined my fundamental error with this stock. I should learn to worry when the market actually agrees with me. <g> - Mitch

To: 16yearcycle who wrote (40935)	12/18/2000 6:32:57 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

TSMC announces delivery of first 300-mm wafers to customer Semiconductor Business News (12/18/00 11:32 a.m. PST) HSINCHU, Taiwan -- Taiwan Semiconductor Manufacturing Co. today announced delivery of its first 300-mm wafers with fully processed ICs to an unidentified foundry customer. The shipment of 300-mm wafers comes one month after TSMC announced it had begun processing 12-inch diameter substrates in the company's 300-mm pilot line, located in Tainan (see Sept. 16 story). "Yield of the first 300-mm customer wafers exceeded our expectation," said N.S. Tsai, senior director of TSMC's 300-mm line. "The results are exciting and most encouraging, and we are now more confident than ever about meeting the future challenges of 300-mm manufacturing." To increase the odds of success in its initial 300-mm lots, TSMC decided to use a mature 0.18-micron process technology to fabricate the first customer designs on the larger diameter wafers. The company is now constructing two 300-mm volume production facilities--Fab 14 in Tainan (near the pilot line, which is housed in Fab 6), and Fab 12, located near TSMC's headquarters in Hsinchu. Fab 12 is scheduled to start production in the fourth quarter of 2001, while Fab 14 is slated to begin manufacturing in early 2002.

To: 16yearcycle who wrote (40935)	12/18/2000 11:04:14 PM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

I think if you use a simple "rule" of buy when 50% off a peak then you are seldom "wrong" on the stock for more than a year or so... stockmaster.com With the high growth rate, mistakes in not catching the bottoms are usually made up for in short order. We overshot on the last run where I think the top should have been more like $90..., but at $40, I think you won't have to wait too long to get whole if you are not at the bottom. BTW, sometimes I am wrong. 8)