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To: Charlie Tuna who wrote (24100)2/26/1998 11:23:00 AM
From: Scumbria  Read Replies (2) | Respond to of 33344
 
RE:"They are not going to compete with their customers so buying idt and making an x86 product would seem very very unlikely."

IBM has institutionalized competing with their fab customers. Why shouldn't TSMC do the same? Until fab capacity at TSMC becomes constrained, I don't think this argument works.

Scumbria