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


To: Katherine Derbyshire who wrote (47737)6/7/2001 4:23:28 PM
From: Sun Tzu  Respond to of 70976
 
I suppose even that could be used to estimate, if it is regular enough; one would look at SIA numbers when these guys were reporting 90% utilizations and use the current SIA numbers to guess the current one as the "best case" scenario (since more capacity is built since the top).

just a thought,
ST