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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Henry Eichorszt who wrote (29413)4/7/1999 5:31:00 PM
From: Duker  Read Replies (1) of 70976
 
Henry,

Thanks for the post.

I'll take a shot at summarizing your article. Tell me if you think it lost any meaning ... bearing in mind that we are in semicap land.

TSMC at 90-95% & UMC at "full tilt" & Both UMC and TSMC are planning to expand production lines to meet the growing demand.

What do you think?

--Duker
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