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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls -- Ignore unavailable to you. Want to Upgrade?


To: TI2, TechInvestorToo who wrote (99)8/13/2000 11:46:46 AM
From: Czechsinthemail  Read Replies (1) | Respond to of 195
 
The shells were built and ready to recieve equipment and then the SEA crisis pulled the plug. It is also the reason why the chip companies ramped so fast and why the capex companies did so well in last year. Those empty shells were/are finally being filled up.

How long does it take to fill and qualify a shell? Isn't Micron still sitting on its Utah shell despite apparent shortages?