SI
SI
discoversearch

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 : Intel Corporation (INTC)
INTC 35.54-6.2%3:21 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Robert Salasidis who wrote (95215)1/6/2000 5:13:00 PM
From: Road Walker  Read Replies (1) of 186894
 
Robert,

Just kidding about Intel being the cause of the Lucent warning.

But you have peaked my interest, what other manufacturers/industries could be affected by a shortage of ESR tantalum caps?

Later in the year, these shortages may be good for earnings for the electronics companies, as they should stabilize prices. Case in point is that AMD is charging only $5 less than Intel for their 800MHz processor. Not their standard practice.

John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext