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To: snapper who wrote (48588)	9/23/1999 10:18:00 AM
From: TREND1	Read Replies (2) \| Respond to of 53903

snapper One way to look at earth quake is to consider it like a labor strike. Since a stock looks forward at "all" future earnings, this can only have temp effect on MU stock price. Larry Dudash PS: Just my opinion

To: snapper who wrote (48588)	9/23/1999 10:23:00 AM
From: Bipin Prasad	Respond to of 53903

I too have a reporter friend visiting Nantou and Shinchu downtown areas now. His report was similar, but he is not a techie, just a report for a Korean news. I'm so sorry for my Taiwanese friends and their families. TaiChong is such a beautiful place to live and great place for techies. I have more friends in Taiwan than my native country Korea. Wish them best luck! InSook

To: snapper who wrote (48588)	9/24/1999 11:41:00 AM
From: AurumRabosa	Read Replies (1) \| Respond to of 53903

The diffusion tubes are large and run very hot. They have to be very very clean to prevent driving in contamination that will change the electrical properties of the devices. Being large quartz tubes they may very well have broken and must be replaced. There may also be a problem with the cantilever systems that load and unload the wafers into the furnace. If the tubes and cantilevers got all shook up they shed quartz particles that will rain on the wafers and stick, again requiring they be replaced. They didn't just loose 1 or 2 diffusion tubes they lost them all. I doubt they have enough quartz tubes in country to replace all they may need to replace. If they try to compromise and use defective tubes they'll create a major quality problem that may not get detected until failures occur in the field. I suspect it will take at least a month working around the clock to properly bring a fab back online after such a major tragedy. They'll have to "qual" each tool in the fab separately. Then they'll have to run test lots through the fab from end-to-end to qual the whole factory. This is major downtime. Who needs to buy Pentiums or DRAM if they can't get 100% of the components needed to build their boards? Nobody. Short MU and buy puts. "I don't understand why diffusion would be such an issue..."