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

To: Cary Salsberg who wrote (3211)	5/21/2002 9:43:37 PM
From: Ian@SI	Read Replies (1) \| Respond to of 95487

It may also mean that much capacity has been mothballed or permanently shut down. In addition, ASPs were falling throughout most of 2001 and seem to have stabilized. I haven't seen a recent credible estimate of overall utilization and can't offer a meaningful comment on where the industry stands at this moment...