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To: Fabeyes who wrote (37835)8/26/1998 3:17:00 PM
From: Trey McAtee  Read Replies (4) | Respond to of 53903
 
fabeyes--

no, it does account for them. it basically means that while we are seeing increases in demand, there is STILL a D/S imbalance due tot he fact that the excess capacity is being revamped for .21 microns or lower.

the only bright ray of sunshine out there is the delay of 12"wafers. but, who knows how long that will be delayed.

good luck to all,
trey