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To: Trey McAtee who wrote (37832)8/26/1998 3:07:00 AM
From: Fabeyes  Read Replies (1) | Respond to of 53903
 
--->additionally, that excess capacity is moving to smaller geometries.

Does not account for the moves that Samsung and Hyundai will show in the next few months -- they are either just ramped or still ramping on the new, smaller dice. Their yield is amazing too.