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To: Proud_Infidel who wrote (25156)	10/1/2000 5:52:25 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 25960

I believe that it came in an analysts report about SSTI, post their recent 'warning" of beating the street. One of the reasons was that they were able to get more capacity from their wafer fab supplier due to others cancelations. Thus, my reading, while their is still shortage and supergrowth in flash land, there might be excesses elsewhere. We duscussed this issue in the last few days on the SNDK thread. Zeev

To: Proud_Infidel who wrote (25156)	10/2/2000 11:18:24 AM
From: Zakrosian	Read Replies (1) \| Respond to of 25960

Brian - As Zeev said, the information on the TSMC cancellations came from an analyst's report: Message 14468166 Management has been hinting for the past month it was seeing upsides to output from its TSMC foundry, and could see higher revenues in Q3 and Q4 as a result. These upsides came from 1) Increased wafer yields at Fab 7, the old TI-Acer fab, 2) accelerated movement to shrinks; the company is now averaging about 0.35 micron design rules, and hopes to go to 0.25 micron and 0.18 micron progressively in the next several quarters, 3) customer cancellations at TSMC also provided some upside; SST has written into its contract first right of refusal for any freed up wafers from the Taiwanese foundry. As capacity loosens up, we would expect continuing strong upsides to revenues by SST in the next quarter and two.