Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 237.71

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Nov 3 3:59 PM EST

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To: Proud_Infidel who wrote (15089)	5/24/2005 1:28:35 AM
From: etchmeister	Read Replies (2) of 25522

"Current utilization rates are well below the 90-95 percent level when capacity buys start to take place," he said. LOL - in 2001 TSMC's u-rate hit 41%; so they up the u-rates when they (supposedly) place orders- who cares whether Q3 or Q4 as long as the driver (global IC sales) looks good. JMHO this guy is running out of gas

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