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To: pater tenebrarum who wrote (104623)	5/24/2001 6:36:38 PM
From: maceng2	Read Replies (2) \| Respond to of 436258

Hi Heinz, re the 2500% is the INCREASE in total semi capacity over the past decade I see you have emphasized the word INCREASE. I have been giving the matter some thought too. One 12 inch Fab is equivalent to 36/4 = 9 older 4 inch fabs with equivalent wafer starts. They are incredibly expensive to build too and there has been an aggressive campaign to add capacity over the last few years, always a sure sign we are in a downturn in semiconductor land. Your post and others tell me I might be winning my bet with CB with regard to unemployment greater then 20% in the USA and DOW less then 5k. All work for manufacturing goods will be done in China...and both Europe and the USA will import all necessary manufactured goods. I expect we will all be making a living playing the stock market, and/or happily working in service industries.....LOL and pigs will fly of course -g- Mind you, I do think that both Europe and the USA can compete with Asia in manufacturing once there is a desire to do it. pearly.