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

To: Black-Scholes who wrote (46106)	10/14/1999 2:54:00 PM
From: BillyG	Read Replies (1) \| Respond to of 50808

Black, be realistic. To put it kindly, it is unwise and unrealistic to assume that all companies that have chips fabbed in Taiwan will experience the same impact from the quake. Altera experienced minimal impact. SNDK experienced a measurable impact. Power was out to all of the fabs and they all were "rocked." If a company's wafers were in process when the quake hit, then the company will be hit. If not, then perhaps there is no impact. This true even if a fab is operating at 100% three days after the quake. The only way to know for sure? Wait for the word from CUBE. Me, I hope there was not impact to CUBE.