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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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To: Ian@SI who wrote (3207)5/21/2002 8:16:29 PM
From: Cary Salsberg  Read Replies (2) of 95487
 
I have since read a post that TSMC is at 80% and UMC is at 70% comapared to Chartered's < 40%. These 3 don't support an industry average of 82%. Also, semi revenues are way down from 2000. Does that mean unit volume is ~80% of peak but ASPs are so low that revenues are a much lower % of peak??
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