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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: GREENLAW4-7 who wrote (38151)	4/29/2003 8:42:10 AM
From: AugustWest	Respond to of 57110

Deja vu Analysts had already expected TSMC to show an improvement in the second quarter because customers like Nvidia Corp (NasdaqNM:NVDA - News) were accumulating stockpiles of new products. However, they were unsure of consumer demand for these products later in the year. "In the second quarter, our customers are building inventory," Chang said. "There is a risk there, but the reason they are building inventory is because they think they can sell it." Message 18893367