Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Jacob Snyder who wrote (4743)	1/5/2003 9:25:12 PM
From: Higgs Boson	Read Replies (1) of 25522

Capacity utilization : Hi Jacob, From semi equipment perspective, only IC utilization rate should matter, utilization rate of discrete fabs are of little importance. Thus SIA reported utilization of 80% plus, if accurate, is actually good news. I agree with your thoughts that foundries are actually good barometer of industry conditions....things are clearly incrementally better at TSMC....although utilization rate is still south of 80%. Folks like Chartered are increasingly irrelevant, don't bring anything valuable to the table and are throwing their last hail mary (read ibm relationship...underwriting ibm's process technology development cost) Rgds, HB

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