Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

Jan 14 3:59 PM EST

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To: Dr. Mitchell R. White who wrote (51319)	8/31/2001 2:04:44 AM
From: advocatedevil	Read Replies (1) of 70976

RE: Fab Utilization Rates Mitch, Here's an interesting comment I snipped from a CSFB AMAT report dated 8/15/01: "We continue to believe that sagging fab utilization rates and lingering inventory issues will drive another leg down in bookings in C3Q/C4Q and potentially into Mar02 - remember bookings have never bottomed before utilization rates, utilization has never been this low and backlog is still too high." (bold is mine) AdvocateDevil

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