northboy
I don't plan tyo digress from the topic too much, but as regards TSM (I own it and have posted about it on HotCopper) I think it is in a different category in terms of its results. if you read their report, it seems that growth wasn't high this year because it has been replaced by higher future growth on the same product. part of their leasing strategy. I am more than open to be shown that i am wrong, but just thought I would separate TSM from the others.
I still take the point you are making mind you.
northboyI don't plan tyo digress from the topic too much, but as...
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