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.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (2541)	4/1/2002 1:20:14 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95639

In an earlier post, the subject of disagreements came up. I have limited my posts which disagree with what I read. I have posted all my executions and they accurately reflect my views. It is easier to just pass on a post I disagree with and maintain the "good feeling" on the thread, but I am often concerned that I have not done my best to help others. My rationalization is usually that the sentiments I disagree with come from short term traders and in the short term anything can happen.

To: Return to Sender who wrote (2541)	4/1/2002 6:49:20 AM
From: cordob	Read Replies (1) \| Respond to of 95639

A thought occurs to me on TSM and UMC. Equake damage could actually have resulted in higher semi equipment orders. It may still result in even higher equipment orders. Hi RtS, here are the reactions of TSMC and UMC: tsmc.com TSMC Reports Minimal Damage Regarding Taiwan Earthquake Occurred on March 31 HSIN-CHU, Taiwan, April 1, 2002 – Taiwan Semiconductor Manufacturing Company Ltd. (TSMC or the “Company”) (NYSE: TSM) indicated today that the company’s buildings, HVAC systems, water distribution and power distribution systems successfully withstood the effects of the earthquake that occurred in Hualien on the afternoon of March 31. All the fabs have gradually resumed normal production after a thorough equipment check. TSMC President Dr. Rick Tsai said, “There was no power outage due to the earthquake. The fab tool inspection assessments indicate that only minimal adjustment and repairs for the equipment are necessary. All the fabs have gradually resumed normal production. According to the initial report, there was approximately half day to one day’s loss of wafer movement, which has very minimal impact on the Company’s revenue for Q2 2002.” and UMC: umc.com UMC Statement regarding Recent Taiwan Earthquake HSINCHU, Taiwan, March 31, 2002-United Microelectronics Corporation (NYSE: UMC) today reported its employees are safe and there was no interruption in power or water service following the 6.8 magnitude earthquake (Hsinchu 4.0, Tainan 2.0) that shook Taiwan on the afternoon of March 31st. A very minimal amount of equipment was slightly affected but UMC's engineering team is working hard to speed the full recovery. "UMC is constantly upgrading and evaluating its practices to provide a safe working environment to better prepare for man-made and natural disasters, as demonstrated by our rapid wafer ramp-up following the 9/21 earthquake in 1999," said Robert Tsao, Chairman of UMC. "We are glad that this preparation has also helped minimize the disruption following this recent earthquake." Cheers Cor