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Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?


To: E. Graphs who wrote (18753)6/9/1999 1:26:00 PM
From: dr_elis  Read Replies (1) | Respond to of 25814
 
Fab-yes or fab-less?
I found the message below in the Yahoo ESST thread. Can someone confirm this observation? If true, it would be very good news for LSI and definitely a good argument for the fab-yes strategy.

"Taiwan's IC foundry business is quite brisk. TSMC (2330) and UMC (2303) are now running at 100% capacity utilization. Orders for July shipments exceed available capacity by 40% to 50%. We estimate
capacity utilization at TSMC and UMC will surpass 95% in 2Q-3Q99.
<Steve Lin, steve.ib@nsc.com.tw, tel (886 2) 2316-5146>"

Michael

Go LSI!!