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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: thecalculator who wrote (88297)6/28/2002 4:52:19 PM
From: Zeev Hed  Read Replies (2) | Respond to of 99280
 
I can't follow all of them. Are you still following TSEM? When is Fab 2 supposed to come on line. It is now selling a almost half book, and I have a gut feel they'll come in at around $12 MM in sales this quarter, almost even with last year (still losing money mind you, but they have enough cash until Fab 2 comes on line).

Zeev



To: thecalculator who wrote (88297)6/28/2002 5:05:36 PM
From: Paul A  Read Replies (2) | Respond to of 99280
 
CORV is selling for about half cash on hand.. Its definately worth a long term position considering they can burn cash for another 3-4 years..


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