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

To: Proud_Infidel who wrote (6419)7/9/2003 10:26:44 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 25522
 
>> Fab utilization above 90 percent by year-end, says Gartner

Now that's BIG. Whether GOOD big or BAD big, depends on whether it is viewed from AD's point of view or from the long-suffering longs'.



To: Proud_Infidel who wrote (6419)7/10/2003 12:45:53 AM
From: Lizzie Tudor  Read Replies (1) | Respond to of 25522
 
how is gartner in projecting the semi industry?

In IT spending they are horrible. Semis have lead times that should be quantifiable though.


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