Sahara,
First, let me apologize for my delay in answering your
question. Second, if anyone hasn't done so already,
welcome to Silicon Investor.
I'm not sure how you picked me for the honor of answering
your question, so maybe you could satisfy my curiousity on
this issue?
Now, I'm no expert on this area, so what I'm going to give
you is my opinion - okay? If anyone else on this thread wants
to help out with your question please feel free as well.
If you are truly new to posting/contributing to these threads,
I would first off err on the side of caution. It's a lot easier
to expand/explain further a previous post than to withdraw one
once it's out there for the whole world to see. Just some
common sense there.
Also take with a large grain of salt anything you read here,
and that will be true of how people will view any of your posts
as well. A lot of unwarranted bullishness (or pessimism) gets
expressed on these threads, and selective "facts" can often be
used to support either position.
Now, to finally answer your question, it is my opinion that
for you to comment or make general observations on increased or
diminished wafer flow processing at your company would not constitute
any SEC kind of violation. As a back-end vendor, my understanding is
you are talking about stuff like probe and test, wire lead bonding
type stuff, like a teradyne, electroglas, or a kulicke and soffa would
be doing (or supplying equipment for). You can see scattered posts
containing the same type stuff throughout the various threads on SI.
Now what you might really want to check out would be your company's
conflict of interest corporate policy statements. Even though
info you post probably would not violate any securities law, your
company might feel that on the matter of customer trust, there
might be a problem there.
If you want to pursue your question further, you can pose your
question to Jill, the webmistress of this site, or Jeff and Brad.
Hope this helps. Good luck on all your investments. Peter.
|
