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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: StanX Long who wrote (6469)10/25/2002 3:21:46 AM
From: StanX Long   of 95531
 
One comment from my last post, Stan.

Which is worst, 39% to 35%, or 79% down to 55%? I would say TSMC's drop is greater of the two.

Usage of its production capacity fell to 39 percent during the third quarter, from 42 percent in the second quarter, and is seen slumping further to around 35 percent in the December quarter.

This is much worse than industry leader TSMC, which enjoyed 79 percent capacity utilisation in the third quarter, but would see a low to mid-50 percent range in the fourth quarter.
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