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To: FJB who wrote (21095)11/30/2000 1:30:24 PM
From: Joe NYCRespond to of 275872
 
Bob,

The recession in semiconductors and the economy in general is real. It has done some serious damage to my portfolio.

I think we may go below the "soft-landing".

I hope you are faring better.

Unfortunately, I am not. With the action of the last week, my portfolio turned negative for the year.

Joe



To: FJB who wrote (21095)12/1/2000 12:19:55 AM
From: Dan3Respond to of 275872
 
Re: ChipPAC was on CNBC and specifically mentioned a lack of demand from customers like AMD, Lucent, etc

Does anyone know if ChipPAC was in the buggy whip (cartridge processor e.g slot1/slot A) business?

Did they just get hit by the move to flip chip packaging?

Dan


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