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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (68350)	9/29/1999 9:29:00 AM
From: AurumRabosa	Read Replies (1) \| Respond to of 132070

"...the main problems right now are regaining power and replacing the broken quartzware in the fabs. "In many fabs, a large portion of the furnace tubes and boats have been damaged, and the breakage has been so widespread that some worry that there is not enough quartzware capacity worldwide to replace these tools within a reasonable time," Mr. Handy said. "This could cause many fabs to sit idle, waiting for this critical equipment." -- GartnerGroup's Dataquest Says Semiconductor Industry Feeling the Effect From Taiwan Earthquake; Upcoming Dataquest Semiconductor Conference to Examine Outlook for the Industry Message 11393549 Any thoughts on a short term trade on quartzware suppliers? Looks like investors are slow to grasp the significance of this disruption to the whole semiconductor PC JIT orgy. Party's over.