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To: Ian@SI who wrote (1227)5/12/2000 2:52:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 1305
 
29 fabs total in 2000 and 2001 is quite reasonable. The assertion that "a majority" of those fabs will be 300mm is, IMHO, questionable.

Also, as you know, it's 18 months or so from groundbreaking to wafer production. A 300mm fab that's started in 2001 is unlikely to contribute to global wafer capacity until at least 2002.

Katherine