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To: Pink Minion who wrote (24817)4/27/2000 12:18:00 PM
From: Zeev Hed  Respond to of 25960
 
Well, we have a BTB at at what I believe is an all time high. I have seen predictions that the semis will be $600 MM by 2003 (maybe it was 2005 or so), every CHIP maker is increasing cap ex.

By the way, I do not think they announced new fabs every day, just every two weeks or so, if memory serves, at the peak there were "existing" announcement of some 30 new fabs, and in this category, I think we are still behind.

Zeev

Zeev


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