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To: Bill Jackson who wrote (88600)9/21/1999 8:35:00 PM
From: Paul Engel  Read Replies (3) | Respond to of 186894
 
jJackson - re: "This glut looks like it will endure for many years as fab space is tight and equipment is 2 year lead from now"

Don't you remember the absolute wafer shortage of mid 1995 ? It signaled the END FOR ALL TIME of excess fab capacity - a shortage that would last into the next decade.

By January 1, 1996 that shortage became the biggest GLUT you ever saw.

Paul