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Technology Stocks : Amkor Technology Inc (AMKR)
AMKR 30.18-2.3%10:53 AM EST

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To: tech101 who wrote (476)12/30/1999 7:04:00 PM
From: Artslaw  Read Replies (2) of 1056
 
The thing about articles like this is that no one ever specifies what the embedded chips are going to do when they "fail." In my mind, all these chips are monitor related (i.e. monitoring the flow of fluid, or the throughput of something, or generally time stamping things). If they are used for time-based derivatives, then you will have one major glitch, followed by normal results (so maybe you see a one-time error in some measured information, but everything after it is correct, because time is linear from Jan 1, 1900 onward). I think any problems are tractable, even if long term, no more than annoying.

When it comes to billing, that's another issue, one which would have already cropped up since things have been billed into 2000 for several months now. I just don't see (and have never seen) the big threat. Perhaps I'll be proved wrong very soon, but I don't have an ounce of bottled water and my gas tank is nearly empty. . .

Of course, if all the embedded chips fail, AMKR will package more (assuming their plants haven't all burned to the ground due to some apocolyptic event).

Steve
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