Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 295.83

+4.1%

Jan 6 3:59 PM EST

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To: SJS who wrote (32529)	9/21/1999 5:35:00 PM
From: A. Edwards	of 70976

Some Disturbances From Taiwan Quake But Little Effect On Valuations Salomon Smith Barney Tuesday, September 21, 1999 --SUMMARY:----Semiconductor Equipment Major quake hits Taiwan (7.6 on Richter scale), knocking out power to island. Major foundries such as TSMC, UMC, and WSMC are located in Taiwan. Country represents 15-16% of semi capex and is a major region of growth. Emergency power available; main power should be restored around noon Tues. See 2-4 wk. disruption as fabs are requalified. Order perturbations may result over the next 1-2 quarters but upstream pricing is healthy. See little effect on equipment stocks valuations due to firm semi pricing. Use weakness as buying opportunity.

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