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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: jtechkid who wrote (5351)	5/9/1998 4:54:00 AM
From: shane forbes	Respond to of 10921

I think the list is for the favorite semiconductor equipment makers. So TSEMF is "ineligible". And yes I like TSEMF as well. The key is that "if they are successful" part - that's why the stock is not higher than where it is today. There is also definitely a huge amount of misunderstanding. Will take at least 2 more quarters to see if mgt. has been fooling all of us or whether they are for real. 40-60 might happen but a lot of intermediate operational things have to be done in the meantime - it is all about execution. If they don't execute well, 8 will be where we'll be in 2000 not 40-60 (I'd be happy with 20 by Jan 1, 2000). I think we'll be a lot higher than 8 but that's just me - right now the market sees it otherwise. Shane.