Replies to post #307080 on Zeev's Turnips Patch-No Politics (ZEEV)

[Mole1]

Zeev, MRK or PFE?

[chainik]

Zeev, I second the question concerning the new plan.

Since you moved to the bullish camp, it seems that you would like to modify your map for the rest of the year. Or do you expect that we go up both before and after elections? Given overall high degree of bullishness right now, IMO this is unlikely.

[jdaasoc]

RE CCMP

A wafer is a wafer, is a wafer in my book.



TSMC says chip sales softening

Wafer sales down


By INQUIRER staff: Thursday 07 October 2004, 14:17

PURE PLAY foundry Taiwan Semiconductor Manufacturing Co (TSMC) said in a statement it had noticed a decline in wafer sales in September, compared to August.
TSMC makes chips for a number of important players including Nvidia, Qualcomm, Via, and many others.

Although it increased sales year on year by 22.5 per cent, there was a drop in wafer shipments by one per cent from August.

It described some softening of demand over the last two months, and said if the trend continued, its revenues would decline for its fourth financial quarter.

[Killian]

Hi Zeev--- Are you looking for 44s on ERTS? Looks as though it could go there or lower. I'm looking for 1878 Naz. Think it will occur? I have this happening next week but I may be early by a week. I soooooo wasn't ready for this explosion. Got caught short and missed out on a significant run. Oh well, another day tomorrow, another opportunity.

K