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To: JungleCat who wrote (48447)	9/20/1999 4:21:00 PM
From: Zeev Hed	Respond to of 53903

Jungle, but in the worst case, only 25% of that might be affected, so the impact might be about 2.5% of the supply, if any. If such fabs were affected or destroyed,a and I presume, well insured, that the affected ;parties will be able to rebuild with more modern equipment and jump few phases forward. Long term, fiercer competitors )always a silver lining...). By the way, the companies that should feel the brunt are our "fabless" companies, like SIII, TRID, XLNX, ALTR and quite a few others, most of their production originate in Taiwan. Zeev