| STRONG BUY | 10.830 | Patricia Perez-Coutts | Gaining market share in the consumer sectors. Moving from being just an out sourcer to being a designer. Price target is about 15% from here. | 2007-06-05 | |
| BUY on WEAKNESS | 11.100 | Mark Grammer | A pretty volatile stock, but the trend has been up. Very well run company. They are the leader on the technology curve. Pick your time for buying. | 2007-02-28 | |
| BUY | 11.350 | David Burrows | Will be beneficiaries from the trend of semiconductor companies outsourcing. Also focused on next generation, so margins have been out weighing the competition. Have been a couple of downward earnings revisions recently, so watch. | 2007-02-20 | |
| WAIT | 10.990 | Gavin Graham | Leading contract manufacturer of semi-conductor wafers, so it’s a leveraged play on the health of the semi-conductor industry. Volatile. The capital expenditure boom that was expected has all dried up and consumer items are now overstocked. Wait for the start of the next cycle. | 2006-12-28 | |
| WEAK BUY | 9.010 | Peter Hofstra | A semiconductor manufacturer. Don't have any products themselves, but manufactures for others. There are times to own it, but when times are tough, they are stuck holding a lot of facilities. | 2006-08-29 | |
| DON'T BUY | 8.530 | David Driscoll | Has done very well. In the chip sector, this and Intel (INTC-Q) would be the leaders. Free cash flow is very important because this is a commoditized business. Up 5% for the year which is similar to many of the NASDAQ companies because of lower prices coming in for their equipment. Yield is good, but nothing terrific. | 2005-11-03 | |
| BUY | 10.710 | Paul O'Neil | Likes the chip industry for the long-term. Expanding into China. The stock is not inexpensive but a good long-term holding. | 2003-10-22 | |
| BUY | 10.130 | Stephen Masson | About 60% order growth this year and that should continue. A diverse customer base. | 2003-06-23 | |
| WEAK BUY | 10.510 | Paul O'Neil | Very good company, but can't predict what China might do re: manufacturing semi conductors. | 2003-06-20 | |
| WATCH | 10.000 | Ian Ainsworth | A great company. They're probablt at a point where they are going to spend money on new equipment. | 2003-06-13 | |
| DON'T BUY | 6.590 | Mark Grammer | Will take time to recover. Will eventually be a good long term stock. | 2002-09-26 | |
| DON'T BUY | 9.950 | Brad Willock | Good long term. Good price. Will be a while. | 2002-08-16 | |
| BUY | 9.300 | John Sinkins, CFA | One of the better semi-conductor names. Also Likes Intel. | 2002-08-14 | |
| DON'T BUY | 18.750 | Noah Blackstein, B.A., CFA | Good company and has done well, but a very expensive stock right now. | 2002-04-10 | |
| PAST TOP PICK | 19.240 | Paul O'Neil | (Was a top pick on Dec 12 no change) Still likes. A good long term hold. | 2002-03-18 | |
| PAST TOP PICK | 17.200 | Paul O'Neil | (Was a top pick on Dec 12 down 12%) Still likes. | 2002-02-11 | |
| TOP PICK | 18.950 | Paul O'Neil | The largest semi conductor manufacturer. | 2001-12-12 | |
Experts that have talked about Taiwan Semiconductor MFG.
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