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To: Bill Wolf who wrote (112093)5/31/2012 3:16:27 PM
From: Jim Mullens of 117497
 
Re: “In the past, TSMC shares have rarely outperformed the market once its utilization has surpassed 95% due to cyclical concerns.”

And I thought TSMC was capacity constrained because of LTE?

Was there a mention of LTE in that article?
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