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To: WTSherman who wrote (21891)4/28/1999 11:01:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 25960
 
WT, I think that when I take 10% of all the 600 fabs, I am really taking 20% of the "Target" fabs for conversion, which I believe to be quite generous. You realize that in the fab count there are still quite a number that work on 4", 5" and 6" wafers, and these are simply chunking away at obsolete products or "short run" products and not candidates for conversion to smaller features, nor immediate closure either.

Zeev