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To: Moonray who wrote (18509)	5/19/1999 1:52:00 PM
From: patrick tang	Respond to of 25814

So that was what Wilf meant by getting outside foundry capacity! Great, not only do they get capacity, they also get liscence fee too. Guess the next fab LSI builds will be a 0.12um 12". Let's bring on the upturn and bring on the capacity crunch! I believe LSI is more than ready for it now. On to $100/share! patrick PS By the way, did anybody notice how quick the 0.25um Savage4 and TnT2 are getting designed-in and utilized across the board in boxes? The last 0.35um stuff like TnT1, G200 etc. never quite made it - too much heat, not quite enough horse-power. Such is the superiority of 0.25um and 0.18um. 0.35um just won't do at any price.

To: Moonray who wrote (18509)	5/19/1999 8:34:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 25814

Here is more on the Malaysian license deal.... Malaysian Foundry Licenses LSI Processes (05/19/99, 6:33 p.m. ET) By Staff, Semiconductor Business News (http://www.techweb.com/wire/story/TWB19990519S0032) With silicon foundry capacity beginning to tighten up worldwide, start-up Wafer Technology, in Malaysia, Wednesday announced it is restarting plans for an 8-inch wafer fab in Kulim, Malaysia. ================================================================== Looks like a good strategy by our management. EKS