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

To: Proud_Infidel who wrote (19074)	5/24/2006 8:31:52 AM
From: matt dillabough	Read Replies (1) \| Respond to of 25522

TSM TSMC running at 110% for analog ICs - Digitimes (9.52 ) Digitimes reports Taiwan Semiconductor Manufacturing Company is having a 110% utilization rate for its analog IC capacity, as clients from outside Taiwan are joining local counterparts in a fierce race to secure the foundry's services, according to industry sources. The capacity TSMC has allocated for analog ICs has already been fully booked by Taiwan designers, and the orders from overseas clients have further tightened the foundry's capacity for the segment, the sources said. The sources indicated that it is uneasy for TSMC to adjust its capacity to cater to the strong demand from the analog IC sector, and this may be the reason behind recent rumors that TSMC was looking for strategic partners for analog ICs. The tight capacity problem for analog ICs may not be solved in the near future, the sources added.

To: Proud_Infidel who wrote (19074)	5/24/2006 9:56:00 AM
From: Jerome	Read Replies (2) \| Respond to of 25522

A good part of the soxx is under scrutiny in the options probe. ALTR BRCM KLAC LLTC MXIM NVLS MRVL. (plus brks and a few others) I believe this is more than enough to put the brakes on any rally in this sector. Its not about booking, billings, utilization, end users, or any of the usual suspects. Its about fraud, liabilities, resignations, restatements of earnings and law suits. We are being blind sided by an unanticipated virus called "greed". Would any sensible investor want to jump on this band wagon? I'm long all these stocks and I'm not adding to these positions at the current time. JMO....Jerome