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To: Investor A who wrote (27601)	6/22/1998 5:39:00 PM
From: Dale M Champlin	Read Replies (1) \| Respond to of 33344

Thank You For info. Dale

To: Investor A who wrote (27601)	6/22/1998 7:23:00 PM
From: kash johal	Read Replies (1) \| Respond to of 33344

I think TSMC is seriously over valued. They are the best wafer foundry in the world, hoever we are likely to be in a serious oversupply situation for several years now. In fact wafer foundry capacity is opening up even more as some fabs. who were going into DRAM market are going to service wafer doundry business. Currently they have sales in the $2-3Bn range with a valuation of close to $50bn. As they have none of their own end products they rely on other semiconductor companies for foundry biz. Even if TSMC produces 0.18 Micron Cu this will represent less than 5% of wafer capacity. As a sanity check 0.25 Micron which they introduced mid last year is <25% of wafers in 98. Overall the future for next few years looks cloudy for all the foundries. Regards, Kash

To: Investor A who wrote (27601)	6/22/1998 10:36:00 PM
From: Yousef	Read Replies (1) \| Respond to of 33344

Investor A, Re: "I have problems to verify if TSMC could delivery this first .18u copper chips during the 1Q/99 as previously reported." TSMC will NOT be shipping any chips with Copper interconnect in either .25um or .18um in Q1'99. In fact, TSMC's .18um process is a 1.8V device that will have performance comparable to Intel's .25um process. Don't expect any of the CPU (Cyrix or AMD) vendors to use TSMC as a foundry. TSMC is just HYPE'ing Copper to get more customers ... This means AMD will soon start HYPE'ing their "new" Copper process. <ggg> Make It So, Yousef