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

To: sixty2nds who wrote (28734)2/21/2006 7:37:22 AM
From: sixty2nds  Respond to of 95757
 
Morgan Stanley upgrades Taiwan Semiconductor (TSM $9.98) to Overweight from Equal Weight.



To: sixty2nds who wrote (28734)2/21/2006 9:06:43 AM
From: auriculatus  Respond to of 95757
 
They are almost unmargined. By free, I meant uncommitted via calls.

I am normally a "bird in hand" guy, hence if somebody gives me three percent on my money for four weeks, I normally take that rather than hoping for the 20% "pie in the sky".

But you have a great point about doing half and waiting on the other half. Will be a tough decision (as so many times before).


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