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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Donald Wennerstrom who wrote (15714)	6/14/2004 5:08:37 PM
From: Proud_Infidel	Read Replies (1) of 95579

Castellano suggests that chip manufacturers have capacity they are not telling Sicas about in order to claim maxed-out capacity utilization to justify price hikes. It would be nice if he could give with a reason why he believes this! I guess unsubstantiated conspiracy theories count as valid reporting now.

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