Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: The Ox who wrote (12482)	11/11/2003 9:11:47 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95450

Michael, I'm glad to know it "filled the bill". As you say, some of the data is very interesting. You have already picked up on one stock, TSM, that has traded at relatively low valuation(s) within the group of stocks that make up the SOX. I don't claim to know why - it looks very tempting as an investment, but it never seems to move much in terms of valuation. Particularly lately, news items seem to indicate that TSM is growing and profitable yet the price continues to deteriorate. The price high for this cycle was in July at 12.92 and today it closed at 10.62, down 18 percent over that period. It's a stock that I watch daily, but I wouldn't invest in it until it begins to show some "life". Don