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To: sim1 who wrote (16122)	8/5/1998 11:05:00 PM
From: Zeev Hed	Respond to of 18056

Stuart, there are absolutely no negative implications of the deployment of SOI technology on WFR business. You derive the SOI wafers by implanting oxygen just under the surface of a normal silicon wafer (some of the characteristics of the wafer might be unique, but it is nevertheless a silicon wafer). SOI is the grand child of SOS (silicon on sapphire) which never really took off. Actually, if WFR forecasts a rapid acceptance of SOI, they could easily go into the business of supplying SOI wafer, just as they are supplying epi wafers and get a pretty nice premium for the wafers. Zeev