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


To: Return to Sender who wrote (5343)9/8/2002 11:22:41 PM
From: Sarmad Y. Hermiz  Respond to of 95611
 
>> He reported that while fab utilization fell to as low as 30 percent in 2000-2001, it is now at a healthy 75 percent. To maintain steady growth, LSI Logic has reduced capital-equipment expenditures to $25 million this quarter and will spend less than $100 million on capex all year.

RtS, Thanks for posting. I've given up reading publications entirely. So what little I know, I learned it on the AMAT and semi threads.

Anyway, one consistent item seems to be the steady rise of fab capacity utilization. Which I find very encouraging.

Sarmad