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Siliconware Precision Industries Co. Ltd. Message Board

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  • gr8opportunities gr8opportunities Nov 17, 2003 12:13 PM Flag

    check out these trades this am

    no need to show you mine ass wipe...let me clue you in on something: this is a cyclical sector and traders do not place bets on just earnings predictions. in fact, the real money trades on momentum in this sector. as far as im concerned, SPIL does not have the market share to continue its upward momentum. im not arguing SPIL will have very attractive earnings, im saying there are better values, much better values.

    ASX is a good longer term play b/c of its share, balance sheet and future sector reach (fuel cells).

    Terrific earrnings for these companies IS ALREADY FACOTRED IN and thus your earrnings prediction mean 0.

    That is why your stock continues to dissapoint, b/c the smart money, including mine is being channeld out.

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