Replies to post #129065 on Zeev's Turnips Patch-No Politics (ZEEV)

[Patrick Bateman]

P/C ratio tells us shorts may be in trouble

[orkrious]

re klac and nvls

Digitimes.com reporting this morning that Taiwan Semi has delayed bringing on line a new fab due to a pessimistic outlook for 0.13 micron processing into the 2nd half of 2003. Indeed, its most recent fab will only reach 56% capacity by the end of 2003.