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

To: Donald Wennerstrom who wrote (11769)9/22/2003 2:16:43 PM
From: michael97123  Respond to of 95572
 
"TSM has a "good position" in the SOX. A person would expect a little "pop" on the present news, but no such action is occurring."

Be patient Don. Today is all about currencies, interest rates and inflation as an excuse for a healthy market correction. We may yet get to buy some of these names at better prices. I am guessing a 5% correction in naz at minimum over the next two weeks. And then when everyone is convinced that there will be another black monday, stocks will rise again. Mike



To: Donald Wennerstrom who wrote (11769)9/22/2003 2:53:46 PM
From: BWAC  Read Replies (1) | Respond to of 95572
 
TSM. Could it be that if they are going to double capacity in China, that it could be seen as lower chip prices to come faster than normal, and the industry to suffer due to pricing.



To: Donald Wennerstrom who wrote (11769)9/22/2003 10:29:41 PM
From: Snowman  Read Replies (1) | Respond to of 95572
 
I wonder if that is why TWAV traded up today..TWAV supplies TSM with equipment..


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