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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (29736)	4/28/1999 6:59:00 AM
From: klaus pluszynski	Respond to of 70976

A couple of quotes from the last two weeks, supporting the bullish view: TSMC rapidly approaching full capacity utilization: Message 9026059 TSMC said 88 percent of its production lines were utilized in the quarter to March, up from 67 percent in the previous three months, as demand rose from Canada-based ATI Technology Inc. and from clients in the U.S. and Japan. MEMC selling more wafers: 204.247.196.14 MEMC said it experienced a double-digit increase in product volume from the 1998 fourth quarter, with all diameters experiencing sequential increases. In particular, 200-mm volumes increased substantially during the first quarter, it said. SEMI's Stanley Myers bullish comments on March BTB of 1.30: dom.semi.org First quarter orders have been stronger than expected and the bookings for March are up 139 percent from bottom of the cycle in September 1998. Reports coming out of Asia seem to suggest that the economies there are recovering sooner than expected and IC manufacturers, especially in Korea and Taiwan, are starting to order."