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To: Andrew Vance who wrote (16152)	2/2/1999 5:11:00 PM
From: rsie	Read Replies (1) \| Respond to of 17305

Andrew, I do not think that cymi will hit 20------ Here we go ... Intel plans 300-mm fab in Oregon By Jack Robertson SANTA CLARA, Calif. -- Intel Corp. here has decided to go ahead with its first 300-mm, 0.13-micron-design-rule fab in Oregon, and next month will announce a 10-year, $10 billion program in the next-generation wafer size, sources said today. Intel will launch construction this year of a 300-mm development fab that will expanded into initial production, according to the sources. Next month's announcement will cover a full-blown Intel plan to expand into multi-fab 300-mm production over the next decade. Intel's commitment is expected to revive the chip industry's lagging 300-mm wafer interest. After Siemens Semiconductor Group and Motorola Semiconductor Products Sector launched a 300-mm pilot line in Dresden, Germany, other chip makers, including Intel, put their larger-size wafer plans on the shelf. One major equipment firm, Applied Materials Inc., reportedly will reinstitute its own 300-mm program, based on a large order for equipment for the new Oregon fab. Along with the rest of industry, Applied froze its 300-mm program early last year when chip makers backed away from launching even pilot lines.

To: Andrew Vance who wrote (16152)	2/3/1999 1:22:00 AM
From: Trader X	Read Replies (1) \| Respond to of 17305

I believe we feel pretty much the same re: the market dynamics. So it seems odd that we appear to be disagreeing about it. Perhaps I am just a bit more concerned right now than you. Every indicator I look at is negative, and then today happens. So forgive me if I sound contrary in a reply to you writing "getting very close to a number of good entry points again, affording us a great opportunity for a second chance or a repeat performance." Hopefully this thread can be a forum for debate on the subject of good entry points. If so, you may indeed see a resurgence in posts by lurkers. If everyone feels like they cannot have a different opinion, they will simply stay away. just my opinion. tx