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

To: Gary Ku who wrote (613)	12/15/1997 6:07:00 AM
From: GarryP	Read Replies (1) \| Respond to of 1853

Gary , Can you confirm your position wrt Tower ? Are you an employee ? I appreciate your positive bullish nature but occasionally we all have to face reality , the market is down ,TSEMF are losing ground in the pure foundry market - if you're not convinced compare TSM versus TSEMF over the past 3 weeks and all this whilst Asian stocks take a beating. They may develop a leading edge design service but if they cannot back this up with a cost competitive and technology enhancing fab what can they do - go to another foundry ? There will be MANY companies offering the fab technology TSMEF can offer at lower cost as their own designs go to 8" x 0.25u and they will do this at lower cost just to keep their fabs running. I wish TSEMF well but until such time as they announce when / if they will have 8" technology I do not see them recovering short term. GaryP