Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 139.59

-6.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (8135)	10/20/1999 7:50:00 PM
From: Jerome	Read Replies (1) of 10921

Earthquake related effects show up in another quarterly report. This is a paragraph from today's earnings release. ""We are continuing to assess the effect of the earthquake on our business and anticipate tight supply from our Taiwanese supplier, TSMC, in the December quarter. In the September quarter we derived approximately one-third of our revenues from products supplied by TSMC. We believe that we can obtain adequate supply from our other manufacturers, including Taiwan-based UMC, for our other products in this quarter." This report came from GNSS (Genesis Microchip). The report also showed robust increase in chip sales and confirms the statements from IBM's report on the shortage in Flat Panel Displays. Good luck, Jerome

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next