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To: Stoctrash who wrote (5376)2/6/2001 12:45:06 PM
From: Paul Viapiano  Read Replies (2) | Respond to of 6531
 
Thanks for the link...we shall have to see...it still boils down to a possible recovery in the 2nd half...don't you agree?



To: Stoctrash who wrote (5376)2/9/2001 12:53:27 PM
From: Eve Li  Read Replies (2) | Respond to of 6531
 
FredE,

The TSM news is indeed alarming. I only have one question. Is TSM facing more competition? If so, the utilization could get low due to loss to the competition. Also, what is the fab utilization rate looks like in the last slump in 1996?

-eve


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