Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: bob oserin who wrote (3507)	9/24/1999 9:46:00 AM
From: TI2, TechInvestorToo	Respond to of 5482

All indications on fab and fab equipment earthquake damage is minimal. The wafers in process are another story. Is the back end assembly scenario different then front end? TI2

To: bob oserin who wrote (3507)	9/24/1999 10:30:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 5482

Bob, CEO Morgan of Applied Materials said yesterday 'Nobody has a clue yet about any damage to fabrication lines. Our equipment survived an earthquake in Silicon valley of similar magnitude without a lot of problems. Message 11348264 G.

To: bob oserin who wrote (3507)	9/24/1999 12:43:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 5482

Bob, Don't you think you're getting a tad carried away. Have you seen a single news report where a fab was structurally damaged? I haven't. Have you seen a news report indicating that a single fab worker was injured much less killed? I haven't. While it's tragic that more than 1700 people lost their lives, there are several million on the island. It's not as if the earthquake selectively attacked the Fab structures and employees. Are you absolutely certain that no chipmaker has any cash, short term investments or lines of credit in existence? I'm certain they all have at least one of the above. It's just a prudent business practice. In other words Bob, I believe that your suspicions are unfounded in entirety and are unduly pessimistic. Taiwan does not represent the world's entire chip supply; nor will more than a few weeks of production be lost. Nor is there any certainty that any specific quarter's results will be impacted. Ian.