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Technology Stocks : Altera
ALTR 53.61+1.3%Jul 7 5:00 PM EST
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To: Kirk © who wrote (2341)11/4/2005 10:10:20 AM
From: Cary Salsberg  Read Replies (3) of 2389
 
RE: "What probably matters is how much capacity that have booked at the foundries. If they have not reserved enough capacity, they might find it harder to ramp for a sunny day..."

Chip makers that I follow have been building die bank inventory to be more responsive to increases in customer demand. The response time for the die bank is package and test, which is much shorter than wafer fab, if they have wafer fab capacity.
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