SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semiconductor Fundamentals -- Ignore unavailable to you. Want to Upgrade?


To: Dan3 who wrote (74)8/25/2003 8:45:43 AM
From: cordob  Read Replies (1) | Respond to of 82
 
Dan, I think you are right, they will fight over it for a while.

I am not sure of the exact tax situation, but if it happens this quarter it may bre reported as an extraordinary charge.

The main point will be, imo, that the market sees a turnaround for semi revenue and pricing.

All the best
Cor