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To: FJB who wrote (21386)3/18/1999 8:57:00 PM
From: Zeev Hed  Respond to of 25960
 
Robert, are you sure about your number? the last numbers I saw was about a billion bucks for a 20,000 wafer start per month, including mortar bricks, and hema filters (VBG). I have not the slightest how much of that budget is in the infrastructure and how much in the equipment, but if history is any guide, permits will be 10% (Tongue in cheek).

I think that the problem is that these shells (including the Lahi) are not being stuffed anytime soon.

Zeev



To: FJB who wrote (21386)3/19/1999 1:11:00 PM
From: ScotMcI  Read Replies (1) | Respond to of 25960
 
One thing that bothers me is that, so far, there are only 5 new fabs planned for 1999. In going to smaller geometries, are the semi companies revamping existing facilities?


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