Zeev's Turnips Patch-No Politics (ZEEV)

[mlsoft]

leon...

Did you notice this morning that on TSMC's earnings release they showed a sharp drop in their utilization rate all the way down to 61% ?? That is extremely low for Q4 numbers, especially for a fab company which is where all the action is. Forget about an equipment recovery, and look for warnings during the quarterly warning period. I expect warnings from the chip companies this quarter also.

Of course, I am no virgin at being wrong.

mlsoft