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To: Suresh who wrote (27663)8/21/2000 4:02:15 PM
From: Johnny Canuck  Read Replies (4) | Respond to of 68294
 
15:49 ET Semiconductor : A massive storm headed toward Taiwan and the Hsinchu Park area where many of the chip manufacturers have production facilities. Potential exists for significant damage.

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Anyone remember who has a high percentage of their Fab facilities or rely on the Fab facilites in that part of the world? We saw a sell off after the earthquake due to potential delay of shipments and therefore revenue recognition. PMCS is one who had large exposure there. AMCC was not. VTSS does not???



To: Suresh who wrote (27663)8/22/2000 3:36:17 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 68294
 
Suresh,

Some thing is up with RMBS. Nice increase in volume and we moved cleanly through the resistance level at 90.