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To: Buy Low Sell Hi who wrote (24099)	2/26/1998 9:40:00 AM
From: Charlie Tuna	Read Replies (1) \| Respond to of 33344

Re:tsm buying idt for the C6....really doubt this.tsm is very clear in remaining neutral...no cross channel conflict .They are not going to compete with their customers so buying idt and making an x86 product would seem very very unlikely.

To: Buy Low Sell Hi who wrote (24099)	2/26/1998 10:24:00 AM
From: Pravin Kamdar	Respond to of 33344

BLSH, If TSMC can keep their fabs full and at high yield, they will make tons of money. I think they will keep their fabs full. Only the vary large semi companies can afford the capital expense of sustaining their own large, state-of-the-art, fabs. Even Digital had to get out. I think TSMC's business model is the wave of the future for everything but the highest performance devices. MSFT stands to benefit in a similar way that TSMC will. They don't care who expands the market to 800 million boxes, as long as they get to put their OS on them. I suspect Windows CE will capture a very large share of the information appliance market, though. Pravin.