Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (39171)	11/6/2000 6:15:21 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Tony, I posted earlier here that election uncertainty is hurting the market in here. Usually we are well into a rally particularly in an election year. We usually know who the winner is well in advance and the market calms and realizes that in the US folks move to the middle and to Greenspan. This year we have Gore campaigning as an anti-WallST. capitalist so he becomes an unknown. If he wins the market will take a week or two to calm down as Gore moves to the middle. None of his stuff on the extremes can get passed anyhow. And Gore is worrisome I am sure for reasons similar to Reagan. Is he big enough for the job? A few days after his election he will start appointing a superior cabinet and those fears will ebb. Its a good time to be buying Tech. Which candidate is anti-tech? Neither! AS the interest rate environment eases, who will be the clear leaders in growth? Tech! And so on.

To: Tony Viola who wrote (39171)	11/6/2000 6:19:38 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

One positive for Cisco that I hope Sal. Smith Barney types don't climb all over is that Cisco said supply constraints are easing for them. Chambers didn't say semiconductors, bless him If Cisco booms chips will boom. And if chips boom, the equipment guys will do great. We are in the beginning phase of inning 3 and Ted Williams just hit one out of Fenway. Dimaggio on deck for the tech allstars on 11/15 representing amat.

To: Tony Viola who wrote (39171)	11/6/2000 10:37:24 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Fairchild ramps fourth fab line in Korea for power devices Semiconductor Business News (11/06/00, 05:02:46 PM EDT) PUCHON, South Korea -- Fairchild Semiconductor International Corp. today dedicated a new 6-inch wafer processing line here to increase the company's output of power semiconductors for global markets. The $80 million frontend will be capable of processing 17,000 wafers a month during the first year of production, said the South Portland, Maine-based company. "The new wafer fab capacity forms an important part of the company's plan to increase our portfolio of higher-margin power and interface products, which now represent about 48% of our trade sales," said KirkPond, president, chairman and chief executive officer of Fairchild. The company now has four wafer-processing frontends at its Puchon complex, which was acquired in 1999 from Samsung Electronics Co. Ltd. for $450 million last year (see April 14, 1999, story). The new line has a Class 1 cleanroom, and it will use Fairchild's planar DMOS technologies, including 30-volt logic as well as standard BCDMOS and BiCMOS processes. Fairchild said the new line will produce power devices, such as MOSFETs and IGBT discrete products, standard ICs, and analog circuit for motor-control applications. Since its acquisition, the Puchon plant has manufactured more than 10 billion semiconductor products for Fairchild. Most of the devices have been for power control and power protection applications in computers, televisions, cellular phones, radios, pagers, automotive systems, and industrial control systems.