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To: shane forbes who wrote (15185)9/21/1998 8:28:00 PM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
Re: Now let's see what the encore is tomorrow.

Now if tomorrow the stock not only goes up but also start doing in volume, especially bigger blocks, I would say that it's for real and the train's starting up to leave the station.

I really don't think a lot of those 'under-utilized' 0.35um fabs. The ones that are not going to get the money to get upgraded to sub-0.25um, will no get '100% utilized' before they get ramped down. Thus I am not too concerned with utilization rate. That # will get reconciled not by wafers ramping up, but by fab closings.

patrick



To: shane forbes who wrote (15185)9/21/1998 11:39:00 PM
From: patrick tang  Read Replies (2) | Respond to of 25814
 
Now that you mentioned it, 4M TER at $18.50 almost equals 1.5M of TSM at $45? Wow! Isn't it something if this were true, from the same fund?

patrick


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