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Taiwan Semiconductor Manufacturing Company Limited Message Board

  • grnftr grnftr Jan 7, 2013 11:36 AM Flag

    Why TSM will beat Intel

    Intel is not facing TSM, but a combination of TSM, Qualcom, ARM and a very, very tight relationship with AMAT. This combination has more money, talent and geographical spread to name just a few advantages. They also have a very good chance of dominating solar and led light in about five years and these are just a kicker.

    Sentiment: Buy

 
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