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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (4743)	1/4/2003 5:45:47 PM
From: Gottfried	Read Replies (1) \| Respond to of 25522

Jacob, thanks. Could you report on new capacity utilization figures as you get them? G. [end]

To: Jacob Snyder who wrote (4743)	1/5/2003 9:25:12 PM
From: Higgs Boson	Read Replies (1) \| Respond to of 25522

Capacity utilization : Hi Jacob, From semi equipment perspective, only IC utilization rate should matter, utilization rate of discrete fabs are of little importance. Thus SIA reported utilization of 80% plus, if accurate, is actually good news. I agree with your thoughts that foundries are actually good barometer of industry conditions....things are clearly incrementally better at TSMC....although utilization rate is still south of 80%. Folks like Chartered are increasingly irrelevant, don't bring anything valuable to the table and are throwing their last hail mary (read ibm relationship...underwriting ibm's process technology development cost) Rgds, HB