Replies to post #76744 on Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

leon...

For those who have not followed TSM, UMC, and the other Taiwan chippers and foundries, it should be noted that the credibility of their forecasts are worse than those of Abbey j Cohen. They are always far too optimistic only to disappoint at the last minute each quarter and I see absolutely no reason to look at the recent pronouncement as any different. I suspect that they will all have a terrible quarter and will either warn or come in with a big miss.

Just my opinion, though.

mlsoft

[orkrious]

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

thanks, leon