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DewDiligence

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DewDiligence

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Re: wbmw post# 13

Sunday, 01/19/2003 3:09:25 PM

Sunday, January 19, 2003 3:09:25 PM

Post# of 52
Taiwan Semi (TSM) might be a reasonable way to benefit from the upside of fabless semiconductor companies such as NVDA (and TMTA) with a lower risk level. Although not dirt cheap, TSM looks pretty appealing from a long-term risk-reward standpoint. FWIW. Dew (P.S. I don’t own any TSM yet but have it on my “watch” list.)

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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