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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: JDN who wrote (26210)6/12/2000 2:47:00 PM
From: Apollo  Respond to of 54805
 
SNDK.....

What bothers me about SNDK is that they secure ALL their waivers from Taiwan. Between earthquakes and China potential problems I wonder if they could secure an alternative source of supply?

Their wafers do come from Taiwan. Their Joint Venture Fabrication plant with Toshiba is to open later this year (in the Southeast, USA).

Apollo