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Politics : Ask Michael Burke
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To: Skeeter Bug who wrote (42434)1/7/1999 6:07:00 PM
From: Peter Singleton  Read Replies (2) of 132070
 
Skeeter, MB,

Didn't someone on this thread or one of the semicon threads say INTC's "capacity constraints" Q4 may have been because of a mismatch between wafer starts and actual demand ... hence a forecasting error, not evidence of longterm imbalance between supply and demand.

Peter
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