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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (27736)	4/27/1998 2:26:00 PM
From: Doug Millan	Read Replies (2) of 132070

Sober long enough this weekend (on a houseboat, you see) to recall my friend saying his company's operations effort is moving from 7/24 to 4-10's. 7 x 24 = 168 if I'm not mistaken, while 4 x 10 is 40. This doesn't seem to me like the "attrition layoff" scam story everyone here in the valley is buying into. This company does finishing and their largest client is Applied Materials. Luckily my friend is underpaid - so he still has a job. Hate to be in that business looking for work. Applied Materials may not disappear overnight, but these subs just might. Before AMAT goes under, they will consolidate subs. I'm thinking that in this IPO boom covering the past few years, there are probably a number of very small companies that went public, that will completely fold. Do you have any "worst-pick" microcaps that might fit into this category? FYI - "space available" signs in North San Jose / Santa Clara / Sunnyvale (the hub for Intel / AMAT subcontract business) growing daily. Best, Doug

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