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To: Yousef who wrote (27662)	6/27/1998 4:07:00 AM
From: FJB	Respond to of 33344

RE:Yousef recommends ... Stay away from TSMC stock ... TSMC is only at 30% - 40% capacity utilization and I believe they just purchased/merged with UMC. Now that's pretty funny. Can we assume Yousef had a few cold ones this evening? Bob says don't drink and then try to think. :-) TSMC and UMC are now one company according to Yousef. Nah, I don't think so. Make it so.

To: Yousef who wrote (27662)	6/29/1998 9:47:00 PM
From: kash johal	Read Replies (1) \| Respond to of 33344

Yousef, TSMC is a pretty good fab, they even fab for Intel. A lot of their chip sets I believe. UMC president, did state that their may be be some synergy in a merger with TSMC. But TSMC has rejected that. UMC I believe is in pretty bad shape from a capacity standpoint. TSMC's fabs are running at 75-80% capacity, and they produce almost 2Million 6" equivalent wafers/yr. They are in production on 0.25 and will have 0.18 by end of next year. Having said all that, this market is speed driven and clock speed driven. In 2H98 300Mhz Celeron will be a "low" end Machine. And you are right that none of the open foundry processess(except IBM) are optimized for blazing speed as foundries optimize for logic density, power etc. to meet general market needs. So, TSMC is not a threat to Intel as a foundry vendor to AMD, Cyrix, IDTI or anyone else. Intel has a clear lead on process capability and hence clock speeds. by investing huge dollars on R&D and manufacturing they certainly have a 12-18 month lead over most folks. Regards, kash