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To: Moonray who wrote (16078)	12/1/1998 1:26:00 PM
From: patrick tang	Read Replies (1) \| Respond to of 25814

If DRAM ceases to be a viable fab-fill, it's hard for me to see how companies like Sanyo, Panasonic, Casio can build their own products in their own fabs. e.g. can Sony really expect to build a $2B 0.12um fab in two years and manufacture their own chips? They can retain their own in-house semi design expertise and farm out manufacturing, or they can just turn into marketing houses and buy customized chips from companies like LSI. I bet you in the long run, the second model will win out. patrick

To: Moonray who wrote (16078)	12/2/1998 2:57:00 AM
From: Duane L. Olson	Respond to of 25814

O~~~o Ooooo, Great Post!..with your permission, I'll pass it around. In a similar vein, about two weeks ago, Rob, on the DPMI thread posted one which indicated that there could well be a shortage of photomasks in the near future....especially for the .25 micron (and lower, when feasible, I presume)... Thanks again! TSO //ot//headed back to TEXAS in the a.m.....should be there in 5-6 days. Will check in on the thread....the market looks a little shaky here anyway...so i'll try to avoid the weeping and gnashing.. :-) TSo