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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Alan Gallaspy who wrote (8085)	9/21/1999 12:46:00 PM
From: Michael Sphar	Read Replies (1) \| Respond to of 10921

This will put a large hole in a lot of customers Q4. Most customers should be closing books in a couple of weeks for Q3. So remaining Q3 product is mostly out of fab and into assembly/test. But the damage to wip in fab will be seen as missed deliverys of wafers to assembly over the next 3 months, which could exacerbate an already tight product availability situation in some products. Good for ASPs bad for deliverys. Bad for customers who have only one foundry source. Good for Singapore bad for Taiwan.