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Technology Stocks : Tower Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: virgil vancleave who wrote (537)	12/2/1997 1:10:00 PM
From: slob	Respond to of 1853

Virgil, I'm not Short TSEMF and I've been negative on XLNX and ALTR for quite some time. I've said before that I expect to see it get down to $8 at which point I was planning to buy. All that has changed my mind is the whole Asian problem is getting bigger than I expected. If Samsung is forced to dump, which seems to be the case (read MU thread for more info), than TSEMF is sitting in a very dangerous position, as far as that goes so are XICO, CATS and ATML. If you look at recent trading (last 20 days) in all three of these you'll find TSEMF was the best performer. That gives me reason to believe that there is still some down side possible with TSEMF. Slob