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Technology Stocks : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?


To: Eve Li who wrote (5415)2/9/2001 1:00:36 PM
From: Stoctrash  Read Replies (1) | Respond to of 6531
 
Good questions Eve...
I'll have to do some looking into those, but we do know TSM did have some competition enter the market but I'm not sure exactly how much. I do know TSM is the MAJOR supplier of waters for the fabless group. I would have expected 88-95% utiz. ..not the 75% they said.

yahoofin.cnet.com



To: Eve Li who wrote (5415)2/11/2001 11:03:06 PM
From: Stoctrash  Respond to of 6531
 
Eve.. Ray has some views on TSM :
Message 15334992