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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: TRINDY who wrote (17406)	6/8/2001 12:08:54 PM
From: thecalculator	Respond to of 30051

Like many others on this and other threads, your thoughts are closely followed. None can be always right in this game, but your words should always be considered. This is what Zeev Hed had to say about TSEM back in the fall: Trailing 12 months sales, at best, IMHO, will not reach more than $350 MM by then (that actually could be quite "generous"), and at the through of a semi cycle getting 1 to 1.5 PSR is not uncommon, so I get a through number of between $10 to $15 per share. Of course, you should back the truck then, since from whatever that through number is, you should be able to get a 6 to 10 bagger, because in the next three years (around 2005), sales will more than triple, and the PSR could double or triple.