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Politics : Formerly About Applied Materials
AMAT 249.89+3.1%Nov 26 3:59 PM EST
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To: Ian@SI who wrote (44379)3/23/2001 10:07:59 AM
From: mitch-c  Read Replies (1) of 70976
 
Not to contradict the CFO or anything, but his "fully booked" comment goes back to a discussion of "running at over 100% capacity." The Austin facility recently dropped its temps and cut back to unpaid Fridays off, so I find this hard to reconcile.

However, if he is talking about one specific 300mm production line as fully booked, while the remainder of the plant languishes, then his comment is consistent with what I see. Depends on how you parse the word "facility."

- Mitch
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