Friday, September 23, 2005

Cyclical recovery in chip sector evident as industry data ticks upward, esp in test and assembly segment. VLSI research highlights strong cap utilisation rates of >90% for back-end operations; while SEMI reported N.America book-to-bill ratio of 1.05 in Aug for its first rise above parity in a yr.

My fav of the lot being GTC +0.015. Fucking no brainer.
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