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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (9221)	10/12/1999 8:07:00 AM
From: Wally Mastroly	Read Replies (3) \| Respond to of 15132

Justa, Re: This may be the original article on impact of Taiwan earthquake on chips: ft.com It's from the Financial Times (i.e., the UK Financial Times - www.ft.com) Wally

To: Justa Werkenstiff who wrote (9221)	10/12/1999 1:33:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

RE: Chip Shortage After Taiwan Quake Worse Than Expected, FT Says If you have ever worked with people in that part of the World, one of the most frustrating things I found was they really do not like to say "no" or "we can't do something". This would not surprise me. Think how long it takes to qualify a new process? With all the glassware that broke, you would think that you would have to get the new glass installed in the diffusion chambers, run a few lots of wafers, test and scribe the wafers into dice and then build parts to put on a 1000 hr qualification to prove that the process is ready. I can not imagine IBM or HWP accepting anything less. I am not sure what the wafer turn time is, but a couple of weeks would be a reasonable guess, plus a week for a fast assembly and then the qualification run. This all assumes everything works and these are not simple processes... I still think we will see more capacity added as companies see earnings slammed due to part shortages and they decide second sourcing at least geographically makes sense. suite101.com