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To: Road Walker who wrote (133997)	5/2/2001 4:21:09 PM
From: Paul Engel	Respond to of 186894

John - re: "A contract manufacturer can't be a responsive as a company owned, dedicated fab?" My experience with foundry fabs has been with TSMC - and they can be VERY RESPONSIVE - with process development and engineering assistance and fairly fast throughput. The one real drawback is the performance of their processes - they are not at the bleeding edge where Intel and AMD live - but they do provide good density and yields. They also spread their development costs among a broad section of customers - so their prices (per wafer) are quite reasonable. Paul