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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (24757)	12/9/2010 3:13:12 PM
From: gugie	Respond to of 25522

No problem.

To: FJB who wrote (24757)	12/9/2010 7:35:34 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

I am going to repost on SanDisk board as many people are perplexed by this. We went through this on SNDK board when Samsung lost power five or six years ago - some "analysts" actually predicted a NAND shortage based on temporary loss of production. I posted on this matter five / six years ago and said no big deal and they would be up and running very, very soon and they did. Taiwan is exposed to earth quakes - so all the tools and fab operation should be more than "earthquake" compatible - even in Kalifornia.