Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 360.20

+2.5%

Feb 11 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (26281)	10/24/2005 10:54:03 PM
From: Donald Wennerstrom	Read Replies (2) of 95923

RtS, I don't know for sure about anything, unfortunately, but it is a "state of the art" machine, and Toshiba does make many, many different laptops. And different model machines are "phased out" on a steady basis no doubt. I think it is just part of a general pattern. INTC is well documented as unable to deliver certain "chipsets" for some of their customers. Other shortages have also been documented. Many of these companies are running at over 90 percent capacity. From this post, the following was stated. Message 21819240 <<Wafer Fab utilization reached 96% in September, while Test and Assembly were at the 98% level.>> When capacity is stretched that tight, shortages are bound to occur. As a "rule of thumb", capacity utilization should be no greater than 80 to 85 percent in order to satisfy customer delivery requirements on a consistent basis. The industry as a whole is "running tight".

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next