Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 321.76

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12:10 PM EST

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To: Katherine Derbyshire who wrote (31157)	6/24/1999 10:53:00 PM
From: Ian@SI	Read Replies (1) of 70976

Katherine, Yesterday, there was an article in DJ Newswires indicating that foundry capacity is booked at least through next year (In Taiwan). We've gone from the media reporting about 65% to 75% capacity utilization to this report of overloads at foundries in practically a blink of the eye. Somehow, I still have the belief that the equipment suppliers will do well in the next couple quarters regardless of ASPs. And as long as the chip makers get increased productivity and a rapid ramp in demand, the trend of the last 3 decades will probably remain intact for another year or 2. ;-) Ian. +++++++++++++ OT re TLAB thread. I haven't read the whole exchange. What I have seen would either evoke a response to joej of "yawwwnnnnn...."; or I'd simply ignore him. I'm not sure whether he enjoys being rude; or if he's just intellectually deprived. P.S. Thanks for the hot investment tip. I'll sell all in the morning and buy electricity futures. Should I go for the SW, NE or just cover the whole country? LOL

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