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To: Ian@SI who wrote (8915)	10/23/2000 2:01:45 PM
From: Demosthenes	Respond to of 10921

Ian, <<Check how they accounted for the acquisitions that they did.>> I guess I'm a bit dense. Acquisitions? Do you mean cap-ex? D

To: Ian@SI who wrote (8915)	10/23/2000 2:02:21 PM
From: Charles R	Read Replies (1) \| Respond to of 10921

Ian, <If you're looking for investment information on chip sector from SSB, I suspect you're rapidly going to become much poorer.> Are you claiming SSB is not accurate in saying that TSMC is reducing capex forecast for next year? I am referring to a specific data here - I am not sure a general broadside on SSB is relevant to this discussion. <In order to do a Year over Year comparison, one would have to look at the components of this year's TSMC Capex budget. Hint: Check how they accounted for the acquisitions that they did.> May be you can expand on that. How would such accounting make them reduce capex budget for next year - assuming that they did? <SSB knows full well what's going on, or at least they should. If SSB actually said what you posted, they're being disingenuous at best. > I am not sure what to make of this given your previous sentence about SSB. Care to expand? Chuck