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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (1802)	1/30/2002 10:19:51 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95617

In my "surfing" of the net, I ran into an article featuring Jim Morgan and AMAT at this location. news.com.com Some interesting information on the company and the man. Don

To: Return to Sender who wrote (1802)	2/2/2002 7:16:07 PM
From: Crossy	Read Replies (2) \| Respond to of 95617

RtS, regarding the upgrade of semis by Thomas Weisel - I would like to highlight TSM. Tower Semi is quite interesting. Valuation very low for contract fabs as contrast to Chartered, UMC and the likes (Winbond etc.) But TSM has an edge many seem to be unaware. They are strong in DISPLAY SILICON (CMOS & CCD products !). Many of the sensor chips inside cameras from 1 to 12 megapixels are produced there. I remember Dalsa (DSA.TO) was using TSM in the past (they will move to their own fab). Also Scitex and I think Kodak also have been using TSM... rgrds CROSSY