Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Return to Sender who wrote (10685)	7/22/2003 11:37:38 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95480

<Call us heathens if you will, but we continue to believe there is a real disconnect between stock prices and business prospects for the semiconductor industry.-- Patrick J. O'Hare, Briefing.com> Mr O'Hare has a good way with words.:) Don

To: Return to Sender who wrote (10685)	7/23/2003 4:39:36 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 95480

Question to the thread. I am just finished listening to the PXLW earning conference call from last week. An analyst asked about pricing for wafers and referred to a decrease in available third part foundry capacity. I have not heard that kind of comment in a long time. I have not had a chance to hear too many semiconductor related conference call this quarter. Has any other company referred to a decrease or tightness in available third party outsourced foundary capacity?