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To: Jock Hutchinson who wrote (15192)9/22/1998 10:24:00 AM
From: Jock Hutchinson  Read Replies (1) | Respond to of 25814
 
More movement to NT should mean more movement to Xeon should mean more business for Symbios:

news.com



To: Jock Hutchinson who wrote (15192)9/22/1998 12:41:00 PM
From: patrick tang  Respond to of 25814
 
That Mat. plant to start now on 0.25um is just too late, everybody's who anybody are now almost ramped on 0.21/0.22um. I bet you that 'delay' is going to be an open ended thing, like Hyundai's empty plant shell in Scotland or Lehi.

For logic, it's 0.25um. For memories, it's 0.21/0.22um. Anything else go to stand at the back of the room. Shortage is right around the corner - not enough of those sub 0.25um plants are getting built.

patrick


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