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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: Craig Freeman who wrote (27605)6/22/1998 10:32:00 PM
From: kash johal  Respond to of 33344
 
Craig,

Thanks for the clarification.

If this is true then I think TSMC is seriously UNDERvalued.

I had looked at TSMC a while ago on the yahoo figures and had figured it was way overvalued. Todays table shows a $70Bn valuation!

Perhaps Fuchi, can help verify the numbers.

Best Regards,

Kash



To: Craig Freeman who wrote (27605)6/26/1998 10:34:00 PM
From: Yousef  Read Replies (2) | Respond to of 33344
 
Craig et al,

Re: "TSMC has an annualized sales run rate of about US $1.5B and a market
value of US $2.1B."

Yousef recommends ... Stay away from TSMC stock ... TSMC is only at 30% - 40%
capacity utilization and I believe they just purchased/merged with UMC. This
should help their utilization some, but TSMC will continue to have problems.
BTW, TSMC doesn't have a competitive .25um CPU process.

Make It So,
Yousef


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