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

To: Gottfried who wrote (4744)	1/4/2003 6:00:46 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 25522

Yes; but I'm not clever enough to chart it. Apparently, there are different ways of measuring "fab utilization", which yield different numbers. I usually follow the numbers reported by the big foundries. I assume that their method of measuring utilization in their own fabs is constant over time, so I can compare their present with past numbers. But it probably is apples-and-oranges to compare those numbers to the ones put out by other companies, or SIA. And, IMO, foundry % utilization is the most sensitive indicator of the semi industry's supply/demand balance.