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Politics : Ask Michael Burke

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To: Paul Engel who wrote (36833)	11/18/1998 11:25:00 PM
From: Giuseppe Scalamogna	Read Replies (1) of 132070

Paul, Can INTC weather such a demand shock as you forecast? I would think they'd be hiring more people and committing more investment capital to their production so when the demand shock hits it would be a smooth ramp up. Last I checked they weren't funding higher levels of current assets and were firing people instead. Maybe it wouldn't be a bad idea to buy a FAB and hold on to it until the end of next year. I think you'd find alot of willing sellers out there. MU, ATML, LSI etc. Might be a able to fetch something for it this time next year. Regards, GS

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