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


To: Proud_Infidel who wrote (29977)5/7/1999 5:17:00 PM
From: Duker  Read Replies (1) | Respond to of 70976
 
BK,

Really good article ... however, with my limited attention span, I found it very difficult to read all at once!

--Duker



To: Proud_Infidel who wrote (29977)5/7/1999 5:33:00 PM
From: Sun Tzu  Read Replies (1) | Respond to of 70976
 
FWIW, TSMC just announced that they are running at 100% utilization, which makes me think the ADI manager will soon see the price pressure that he was looking for <g>. This has not prevented a 20% drop in a week for TSM. Nor am I seeing any strength in WFR. So here lies a puzzle for those of you who are into these things<g>.

have a good weekend everyone,
Sun Tzu