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

To: Gottfried who wrote (23472)	9/11/2008 3:31:26 PM
From: Ian@SI	Respond to of 25522

G., I suspect there are 2 factors driving higher utilization. 1. Fewer, larger fabs being managed to a lower total free capacity level. 2. Shorter equipment lead times. e.g. When your former company was quoting almost 1 year lead times for 370/168s, our model had much more free capacity on the floor than is the case today when one get almost same day delivery for proven technology. I don't have any figures for the Front End, but listening to Scott Kulicke talking about the back end, his lead times are now measured in days rather than weeks.