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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (3202)5/21/2002 12:14:44 AM
From: The Ox  Read Replies (1) | Respond to of 95487
 
Well, Chartered recently said: --
Pre-production fab start-up costs, all related to Fab 7, were
$1.9 million in first quarter 2002, compared to $5.4 million
in the year-ago quarter, due to a moderated activity level.


Obviously, CHRT is waiting for demand to improve. It would be interesting to see which companies VLSI uses to determine their "wafer processing front end capacity utilization" figure.



To: Cary Salsberg who wrote (3202)5/21/2002 10:11:14 AM
From: Ian@SI  Read Replies (2) | Respond to of 95487
 
Cary,

I believe that Chartered has more trailing edge technology and more exposure to the Communications sector than other foundries. That may account for some of the difference in its utilization relative to the industry...


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