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To: Ian@SI who wrote (2914)10/21/1997 10:13:00 PM
From: Sam Citron  Respond to of 10921
 
Ian: RE: NEW FABS

For the most part, I agree, but there is an amazing amount of info that is in the public domain, and even on the web.

E.g., tsmc.com.tw

And with lead times being what they are, we can, at least make certain predictions as to equipment needed, etc.

What I would love is a simple world map with all the fabs on it, with their company name and date of installation. Anyone know how many fabs there are in the world?

BTW, Ian, I think TSM is a fabulous opportunity. What do you think?

SC



To: Ian@SI who wrote (2914)10/22/1997 1:40:00 AM
From: Gottfried  Respond to of 10921
 
Ian, re free trade: the discussion made me forget briefly that
I lost big money last week. :)
So it was good.

GM