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To: Grand Poobah who wrote (17923)4/11/1999 5:20:00 PM
From: patrick tang  Read Replies (1) | Respond to of 25814
 
Did your private sources indicate to you that per public sources - TSMC was 90+% capacity in Feb., 100% capacity in Mar and expect to do 100% for April too? UMC is supposed to be rapidly approaching 100% capacity as well. Dumbo Bios flash prices are also firming and going up. I look for foundry prices to start going up as soon as May, latest June.

patrick