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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (45944)	4/27/2001 11:07:20 AM
From: Demosthenes	Read Replies (1) \| Respond to of 70976

<<new orders on the books exceeded billings for sales for the first time since October....>> This would support Sue Billat's position that biz will rebound strongly in a much shorter, relatively short, cycle. D

To: t2 who wrote (45944)	4/27/2001 11:45:34 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

NV and thread, I got into Taiwan Semi recently at 20 as a long term investment.. I think increased outsourcing makes the prospects for TSM compelling at these prices. Stock extra depressed because of china situation. These worries come and go. I believe TSM has or is building plants on the mainland. Interesting article recently points to close cooperation between Taiwan business and the mainland. My feeling a Hong Kong solution with dates out 10-20 years will be the core of a Taiwan deal. Any comments! Mike