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Strategies & Market Trends : Currencies and the Global Capital Markets

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To: Raymond Duray who wrote (3371)	6/3/2002 3:42:23 PM
From: maceng2	Read Replies (1) of 3536

Died in the wool Republican Amazing. Re the semiconductor picture. Sad to hear about Portland Or. They have had a tough time keeping semi biz alive there for some time now. Here in Scotland it is the same story of course. It's all shutting down practically. I agree that my data presented (ICKnowledge) is out of date. Fact is... to make certain calculations my data does not have to be super accurate or up to data. This post suggests we have some over capacity issues... Message 17517453 Yet I get this bullish post in response. messages.yahoo.com Somewhere the figures are plain wrong. Just from the experience of the last 20 yrs, and knowing how big those 300mm wafers are, plus all the other wafer size migrations that have occurred....I'd say we are due for a crunch. Guys like Early say that's only half the story too. We are in semiconductor land mega glut, soon to be arriving near both you and me. /edit. another link on capacity utilization Message 17522128 disclaimer: short LRCX and KLAC. No reason, could have chosen any of the semi equips. They have been short and hold for a month or two now.

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