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To: Investor A who wrote (22804)1/8/1998 12:50:00 PM
From: FJB  Read Replies (3) | Respond to of 33344
 
Is this the big news we have been looking for?

Taiwan Semiconductor Manufacturing Co. said today that it marked the end of 1997 by shipping production 0.25-micron wafers for a high-performance logic product. The chip was the first in an anticipated 10 products scheduled for 0.25-micron production in the first quarter of 1998.

TSMC said it was the first foundry to commercialize 0.25-micron process technology, which economically accommodates 300-MHz system-on-chip products with up to 10 million transistors.

techweb.cmp.com

This news in conjunction with the previous story means...
techweb.com



To: Investor A who wrote (22804)1/8/1998 1:37:00 PM
From: patrick tang  Respond to of 33344
 
So we are down to two possibilities:

Some hidden huge design win OR

some hidden sales problem with potentially a even bigger inventory write down that will dawlf last Q's....

So far the bet on the street is the latter?

Fasten your seat belts ladies and gentlemen......

patrick tang