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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Justa Werkenstiff who wrote (6906)11/20/2001 9:14:48 AM
From: orkrious  Read Replies (1) of 99280
 
This is good to see and I have seen it expressed by other analysts as well recently (finally).

CNBC just reported a little more info on CSFB's comments. They said that "chip companies' sales will have to return to 1999-2000 levels plus 30% before capacity additions begin again."

I am not sure this is exactly correct, but the essence is. With fabs operating at 20-40% capacity, no one is going to be ordering anything new. They need to get up to at least 75% with the expectation that growth will continue on a large scale. This is some time off, especially since the internet bubble produced a level of chip consumption not likely to be reproduced for some time.

ork
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