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To: Rob S. who wrote (23721)	2/11/1998 11:52:00 PM
From: FJB	Read Replies (2) \| Respond to of 33344

Rob S., RE: IDT That's really impressive stuff concerning yield. Do you have any info about capacity in terms of wafers? I may have misjudged IDT's ability to compete. They do need some volume though. Bob

To: Rob S. who wrote (23721)	2/11/1998 11:55:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 33344

MJB - Re: "They said that they have had 39 wafer runs in the Oregon facility - which was brought on line for full produciton just weeks ago." That statement is confusing. Bringing a fab up "weeks ago" - typical throughpout times are 6 to 8 weeks - so how they got 39 runs "out" is a big question. Also, a "run" is generally 25 or 50 wafers (+/- 2) depending upon how they group their runs. If they did make 39 runs, that means they only produced from 975 to 1950 wafers. You're not looking at a lot of data here! Paul