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To: shane forbes who wrote (14751)	9/3/1998 7:23:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

Re: I do believe that the Foundry model is still a tad early to get too worried about at this stage The foundries are now dominated by TSMC and UMC, with Charter/Hyundai/LG etc trying not to loose too much money or filling 16M fabs. After the next go around, I expect a lot of the smaller fabless companies to just go away - they won't have the horsepower to assembly the huge teams needed to design big multifunction chips. But after the next up-turn, the Chinese will probably overbuild again and have so much capacity that it will be a buyers market - the buyers being those who can design the chips e.g. LSI, Motorola, TSM, TI etc. etc. We already are seeing examples of this - TSMC building 16M DRAMs for Fujitsu, TSMC building chip sets for Intel etc. On the next go around, it will be more dramatic. patrick