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

To: StanX Long who wrote (6469)	10/25/2002 3:21:46 AM
From: StanX Long	Respond to of 95541

One comment from my last post, Stan. Which is worst, 39% to 35%, or 79% down to 55%? I would say TSMC's drop is greater of the two. Usage of its production capacity fell to 39 percent during the third quarter, from 42 percent in the second quarter, and is seen slumping further to around 35 percent in the December quarter. This is much worse than industry leader TSMC, which enjoyed 79 percent capacity utilisation in the third quarter, but would see a low to mid-50 percent range in the fourth quarter.

To: StanX Long who wrote (6469)	10/25/2002 8:10:03 AM
From: Sarmad Y. Hermiz	Respond to of 95541

>> Note the bold at the bottom, Stan. Chartered Semi profit in line but warns on fourth quarter << Stan, Actually the rest of the article is even more interesting, though very badly written. The gist is: Chartered had quarterly rev of approx $130m, and a loss of $89m on those rev. And they expect things to get worse. In response they will reduce staff costs by $8m/annually. And spend $450m on equip. Even more interesting, they were able to raise $612m by selling stock. Why is this company in business ?