Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 330.38

-4.4%

4:00 PM EST

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To: Woody_Nickels who wrote (32692)	9/23/2006 2:10:08 PM
From: robert b furman	Read Replies (1) of 95865

Hi Woody. Don't have a specifiic post to sight,but I think we're in the ballpark - which means ramp up is upon us. Don't forget that assembly and shipping to retail outlets must be accomplished by early December - to hit the holidays. That leaves October and November for ramp up and production. Thus 90 % plus utilization rates are to be expected for current and next 60 days. Bob

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