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

To: The Ox who wrote (6968)11/20/2002 10:05:20 AM
From: Cary Salsberg  Respond to of 95572
 
RE: "Capacity utilisation at more advanced facilities producing circuitry widths of less than 0.2 micron also dipped in the quarter, to 93.0 percent from 93.7 percent.

Such facilities account for 36 percent of total capacity, SICAS said."

Where the action is! When there is an uptick in end demand for the most advanced products, new capacity will be required and the next step in the up cycle will commence.


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