Zeev's Turnips Patch-No Politics (ZEEV)

[leon]

Ork, i think he was referring to some newspaper reports in the Asian press which said in effect that tsm was anticipating high 2Q margins, a iminent 20% roe and had received an order from altr at levels not seen since 2000. all of which was subsequently denied by both company's! tsm reiterated that their guidance remained unchanged; that they still expected mild 2Q growth and that they're long-term goal had always been an roe of 20%. meanwhile, altr more or less said their order was pretty much normal. i'm not aware of any other news but, than again, it wouldn't be the first time that i missed something. LEON