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To: thecalculator who wrote (20836)9/7/2001 3:16:59 AM
From: thecalculator  Read Replies (1) | Respond to of 60323
 
Furthermore Zeev, it is not just the huge impending ‘MarketCap/BookValue disparity’ that makes TowerSemi (TSEM) quite interesting...the ramifications of the Saifun NROM/microFlash technology, being a flash memory "paradigm shift", make for an even more incredible play, the impending likes of which may remind us of something akin to the QCOM rout. I previously alluded to some interesting Saifun particulars (http://www.siliconinvestor.com/msg_multireplies.gsp?msgid=16298882 and siliconinvestor.com, with more details to follow.

Meanwhile, here is an interesting article to peruse over your morning Java:
eetimes.com