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


To: Proud_Infidel who wrote (10069)6/2/2004 10:13:34 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 25522
 
RE: "...capacity use will probably peak for the group this quarter..."

I assume this means that fab capacity will peak somewhere between 99% and the "impossible" 105%. Normally, high utilization and continuing increases in end product demand would be very bullish for equipment makers. If you listen to equipment makers, they are very bullish.