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


To: Black-Scholes who wrote (46072)10/13/1999 7:27:00 PM
From: DiViT  Read Replies (2) | Respond to of 50808
 
Why so sensitive? margin? Relax. It's all relevant info that needs to be digested, whether you like it or not. (I for one won't let you digest it for me) No sense having a hissy fit over it.

Here's an example.

We hear Cube's chips should be fine. I'm pretty certain that true this quarter. To be a bit on the conservative side, I'd have to think there is some effect on their production run. But I doubt it's significant. We'll know in the conference call.
That's cool, right?

Wanna play what if?

What happens if the company that makes the DVD loaders was sitting on the fault line? Would that have an effect on the demand for DVD decoders? It very well could couldn't it.
What about other parts?
Disclaimer: The above was an example, not fact.

I appreciate the new posts about the Taiwan, the more you know...

Taiwan earthquake could affect holiday PC sales
news.cnet.com

By Joe Wilcox
Special to CNET News.com
October 13, 1999, 4:00 a.m. PT
If you want to buy a personal computer, it might be best to make the move now.

Or so say analysts who study the trends that determine PC pricing. What's happening is that last month's devastating earthquake in Taiwan is putting the squeeze on some key computer components, which means consumers may pay more for some computers.

[snip]

ATI Technologies and other graphic card makers responded to the shortage by raising prices, which PC makers will have to absorb or pass onto consumers.

CD-ROM drives are another trouble spot, because a controller chip is not available, according to industry bulletins from the Taipei Computer Association, a trade and information group covering the island and the industry.

Taiwan accounts for about 44 percent of CD-ROM production, according to TCA, which anticipates serious drive shortages because of the quake. CD-ROM prices had already spiked 10 percent following the quake.

The quake also affected the availability of CD-R and CD-RW drives, which were already in short supply due to increased demand.
[snip]



To: Black-Scholes who wrote (46072)10/13/1999 10:50:00 PM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
Black. You are off-base. Please elininate "Short" from your posts. On threads like this, it's a fighting word, and it only causes clutter.