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To: patrick tang who wrote (17926)	4/11/1999 8:17:00 PM
From: Grand Poobah	Respond to of 25814

My source is someone at a fabless company who is in a position to have to know about foundry capacity. He did not state any numbers. He could be wrong or I could be interpreting him wrong. But what he said was that in contrast to the situation in the past, there was capacity available right now at the foundries at the leading edge (0.25 and 0.18) geometries. Since these probably make up a very small portion of the overall foundry capacity at the present time, it might still be possible for that scenario to co-exist with your numbers showing the overall foundry capacity being almost maxed out. I don't know if any numbers are available broken out by linewidth. Also, what the foundries announce as their capacity usage may be skewed by desires to manipulate one thing or another. The real measure of their available capacity is whether they are still willing to sell wafers and what the lead times on them are. This is info that probably doesn't get published publicly but should be available to their customers (such as my source). I will acknowledge that since my source for this info is a private one, that makes him less useful to the thread because you cannot question him or verify his info. However, I felt it was useful info to throw out here anyway, FWIW. Regards, G.P.