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Strategies & Market Trends : Trade/Invest with Options Jerry a Point & Figure Chartist -- Ignore unavailable to you. Want to Upgrade?


To: Jerry Olson who wrote (2181)4/30/2001 2:44:52 AM
From: 2MAR$  Read Replies (1) | Respond to of 5893
 
Forbes-KLA-Tencor-KLAC high valuation makes it a decent short candidate

quite a run-up for KLAC for sure

siliconinvestor.com

DJN 2:54am Taiwan UMC sees Q2 capacity utilisation at 50 pct & sees Q2 sales down 30 pct from Q1

(and futures seem to drop a bit after that release )

TAIPEI, April 30 (Reuters) - United Microelectronics Corp
(UMC) <2303.TW> <UMC.N>, the world's second-largest contract
chipmaker, said on Monday its capacity utilisation rate could
fall to as low as 50 percent in the second quarter.
UMC Chairman John Hsuan, who had in the past declined to give
the closely watched rate, which reflects demand for UMC's
made-to-order microchip manufacturing services, said the first
quarter capacity utilisation was at 70 percent.
UMC's rival, Taiwan Semiconductor Manufacturing Co (TSMC)
<2330.TW> <TSM.N>, said its capacity utilisation rate would be
somewhere between 45 and 50 percent in the second quarter.
(US$ = T$33)
((Taipei newsroom, +886 2 2508-0815 fax +886 2 2508-0204,
taipei.newsroom@reuters.com))



To: Jerry Olson who wrote (2181)4/30/2001 9:53:23 AM
From: Jeff Jordan  Read Replies (1) | Respond to of 5893
 
I will be cautious this afternoon as retracement approaching a level of concern....I will be looking for puts later.

tenlights.com