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To: orkrious who wrote (677)5/14/1999 10:09:00 AM
From: Ian@SI  Respond to of 1214
 
I'll have to listen to the call again. I remember 5 new fabs and 10 upgrades.

I won't get a chance until next week. I will report back then.

Ian.



To: orkrious who wrote (677)5/17/1999 5:49:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 1214
 
Jay,

I should have known better. You were correct. In the Q&A with Morgan Stanley analyst, it was clear that there were 10 new fabs and 5 expansions / upgrades.

Ian.


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