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To: semiconeng who wrote (137947)6/22/2001 1:31:27 PM
From: Dan3  Respond to of 186894
 
Re: No fabs need to be "Decomissioned".

They do if you build a couple of new FABs and use them to service 100% of your customers.

My point was similar to yours, they don't need new FABs and shouldn't be building them right now. All they'll be doing is depreciating and the money spent building them is gone, gone, gone.

Dan


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