Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (34405)	2/24/2000 11:27:00 AM
From: Proud_Infidel	Respond to of 70976

Duker, I'll only say "kinda" because capacity is being filled as fast as they can put it in place at present. The question is of course, when they go over the demand line. Also, I hope they are looking at actual demand instead of what UMC does in their capex. I do not wish for a capacity rollout and crash afterward simply so TSMC execs can pound their chests and claim dominance in capacity/sales etc. If this turns into a tit-for-tat war between foundry players, it could end badly. BK