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


To: Proud_Infidel who wrote (15089)5/24/2005 1:28:35 AM
From: etchmeister  Read Replies (2) | Respond to of 25522
 
"Current utilization rates are well below the 90-95 percent level when capacity buys start to take place," he said.

LOL - in 2001 TSMC's u-rate hit 41%;
so they up the u-rates when they (supposedly) place orders-
who cares whether Q3 or Q4 as long as the driver (global IC sales) looks good.
JMHO this guy is running out of gas