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Technology Stocks : Intel Corporation (INTC)
INTC 43.09+7.6%2:39 PM EST

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To: Paul Engel who wrote (105301)7/6/2000 11:52:41 AM
From: Tony Viola  Read Replies (1) of 186894
 
Paul, >I recollect that this explosion happened 6 or 7 weeks ago.

Any impact should have already been factored in to all semi stocks.


How about factoring it into semi companies' processes? There seem to be some single source, or close to it, situations for materials needed by everyone in the industry. The Taiwan earthquake last year brought this out also, or is this stuff overblown?

Tony
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