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

To: orkrious who wrote (3461)	6/7/2002 9:36:36 AM
From: The Ox	Respond to of 95617

No easy way for us to get an answer at this point. Let's revisit this issue in, say, six months to see who was closer to the truth. best regards, mh

To: orkrious who wrote (3461)	6/10/2002 6:08:56 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 95617

I don't think so. They've hardly begun. there is way too much capacity and declining demand. It depends what you are looking at. At .25mu and above, capacity utilization rates are hovering around 70% to 80% or so. But at .13mu and and below, there is not enough capacity- read SOLD OUT, 100% utilization! INTC has said so, UMC has said so, and so have many others. You cannot simply say there is too much capacity. Depending where you look it is simply not true. And in some cases, the opposite is actually true. Brian