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Politics : Formerly About Applied Materials
AMAT 232.09+3.6%1:54 PM EST

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To: Proud_Infidel who wrote (29977)5/7/1999 5:33:00 PM
From: Sun Tzu  Read Replies (1) of 70976
 
FWIW, TSMC just announced that they are running at 100% utilization, which makes me think the ADI manager will soon see the price pressure that he was looking for <g>. This has not prevented a 20% drop in a week for TSM. Nor am I seeing any strength in WFR. So here lies a puzzle for those of you who are into these things<g>.

have a good weekend everyone,
Sun Tzu
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