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To: E. Graphs who wrote (17072)	2/16/1999 9:59:00 PM
From: patrick tang	Respond to of 25814

Yeah, that's what I had been saying a few months ago when everything was bleak - don't have to worry about 'fab utilization' factor. That factor would get rationalized by shutting down those brand new obsolete 0.35um fabs while a 0.25um fab shortage is developing. Gresham is a must. patrick

To: E. Graphs who wrote (17072)	2/17/1999 12:12:00 AM
From: Duane L. Olson	Read Replies (1) \| Respond to of 25814

E!.. Would you suspect we are going to hear more "Fab" discussions very, very soon? It struck me that: "WSMC cranks out 8,000 to 10,000 wafers per month and is ramping up at a rate of more than 2,000 additional wafers per month. Chang said the company can make signal products down to 0.2 micron, logic and SRAM devices to 0.25 micron and DRAM to 0.21 micron." That limit of production capability at the .2 level is striking to me. We are rapidly moving to .18 micron (and below), and not all companies are going to have that capacity (like LSI) to do the narrower linewidths. Do you see some MUCH better gross margins in that?! tso