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Politics : Formerly About Advanced Micro Devices

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To: kash johal who wrote (72669)9/21/1999 11:54:00 AM
From: Charles R  Read Replies (1) of 1574997
 
Kash,

<This earthquake will be a non-event - at least from a US hi-tech investment standpoint.>

There is probably no long term issue here but it will be interesting to see how many companies have quarter end glitches because of this.

As you know lots of high-tech companies do a good chunk of their shipments in the last week. And the last batch of the wafers and packaged chips should be hitting their docks from their suppliers around this time. Shouldn't be a huge amount (as a % of total quarter) but could be sufficient in some cases to miss the quarter (or at least that could be a good excuse!).

Chuck
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