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To: Investor A who wrote (27040)6/2/1998 11:16:00 PM
From: Pravin Kamdar  Read Replies (1) | Respond to of 33344
 
Fuchi,

I would not put any hope on IBM to fabricate Cayenne with .18u copper process during 1999. I would rather believe that TSMC will be the first to come up the Cayenne and MXi with .18u copper process during Q1/99.

What I would really like to see 0.25u Cayenne in Portland, Maine in Q4. I know they have cut back on their ramp plans. Perhaps TSMC is our best bet.

Pravin.