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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: Black-Scholes who wrote (45119)9/21/1999 5:21:00 PM
From: DiViT  Read Replies (3) | Respond to of 50808
 
"facilities were operating on stand-by power"

Which means the power is out.

I think that means in-process production is safe but on hold.
Until I hear otherwise, I think it means a couple of days of production lost for TMSC. On the plus side the wafers could be safe.

So the question is how does this affect Cube?

Any Semi producton folks out there? What happens to a foundry on stand-by-power?




To: Black-Scholes who wrote (45119)9/21/1999 5:25:00 PM
From: Black-Scholes  Respond to of 50808
 
"a preliminary analysis after the earthquake in Taiwan indicates the company may lose about 10 percent of this month's wafer production."

It's a non-event. period. Now, CUBE is a buying opportunity - especially if the news about REPLAY pans out.


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