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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (123328)	12/19/2000 3:32:07 PM
From: Gary Ng	Respond to of 186894

GVTucker, Re: Capacity utilization last month was 81.60%. That is the lowest level of the year 2000 I believe around this level is a much better situation than say 100%+. That said, I don't understand why those analysts worry so much about Intel(or whoever) is not completely sold out and is operating at 120%. No one wants that situation, Intel included IMO. gary

To: GVTucker who wrote (123328)	12/19/2000 3:40:44 PM
From: chomolungma	Respond to of 186894

Excuse the error. I was actually looking at a chart of Capacity Utilization ex Technology. It broke below 80 last month, down from a peak over 83 about two years ago and 84 back in 1995. It is back to its 1992 level. Capacity utilization in manufacturing is still far below its inflationary 1994 peak of 84 and even farther below its inflationary levels of the previous 4 business cycles. At its present level, it is far below what would be considered inflationary.