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Technology Stocks : LSI Corporation
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To: Jock Hutchinson who wrote (17919)4/11/1999 5:07:00 PM
From: Grand Poobah  Read Replies (1) of 25814
 
And this leads to Patrick's scenario of imminent shortage of capacity at the .25 and .18 level. IF we see a capacity shortage at these levels, what are the fabless companies going to do?

My understanding is that there is capacity available from foundries at the smaller geometries right now. Predicted shortages have not developed yet. My info comes from a private, not a public source, but I think it is valid nonetheless. That doesn't mean a shortage won't develop in 6 months or 12 months, but the foundry industry has grown so much that any future shortages at small linewidths may not be as severe as they were in the past.

JMHO,
G.P.
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