SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : How To Write Covered Calls - An Ongoing Real Case Study! -- Ignore unavailable to you. Want to Upgrade?


To: Short A. Few who wrote (9434)1/12/1999 7:54:00 PM
From: Herm  Respond to of 14162
 
Hi Short!,

TSM has some odd ball strikes prices. But, the open interest is zero
for those. So, you really can't trade them. Otherwise, TSM is the
world's largest dedicated integrated circuit foundry. Founded in 1987
as a joint venture with the government in Taiwan and Philips
Electronics N.V.

It has a 22.5% growth rate and the P/E at the current price is about
fair market value. NYSE: (TSM : $17 15/16) Trades at the 43.6 X
average multiple at which the Semiconductors SubIndustry is priced.

iqc.com

Technically? Well, it has tagged the upper BB and the RSI is high.
Expect a pull-back and consolidation from current level.



To: Short A. Few who wrote (9434)1/18/1999 4:15:00 PM
From: VincentTH  Read Replies (2) | Respond to of 14162
 
Herm and Short,

What do you think of Rambus (RMBS) as a short candidate (or buying OTM Puts, but they are extremely expensive)? Nintendo, its main customer, has been losing ground to Sony's Playstation lately, and with a P/E ratio of 320, a P/CashFlow of 213, and a P/Sales of 54 (all ratios taken from MSInvestor site), the overvaluation of this stock seems too good to be true.

//Vincent (No guts to short the Internut) TH