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Strategies & Market Trends : The New Economy and its Winners

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To: Bill Harmond who wrote (514)	5/24/2000 9:13:00 AM
From: Leeza Rodriguez	Read Replies (1) of 57684

William, interesting point you make about inventory imbalances being a principal cause of recession. That is such a good point. One of the bright spots I found this week was on a conf call of an analog component manufacturer (SMTC).They supply to all aspects of the teckkie market including computer hardware and WAN infrastructure . SMTC Management stated that inventory levels at OEM's were running low. I thought that was very positive statement to indicate that any uptick in demand will be reflected immediately. leeza rodriguez

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