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To: Jorj X Mckie who wrote (26739)	7/1/1999 3:03:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 77400

What I have seen is that most manufacturers are stockpiling semiconductors as insurance to potential interruptions of availability due to Y2K issues Where are you seeing this? First of all, how can one "stockpile" something with serious time decay? Chips selling for X dollars today will be selling for 1/4 X by 1/1/00. Secondly, companies will not admit to building a stockpile as you have suggested. Please elaborate on how you ascertained that inventories were being built on purpose. Brian

To: Jorj X Mckie who wrote (26739)	7/1/1999 3:45:00 PM
From: Tony Viola	Respond to of 77400

OFF TOPIC, semis and how did this start? Re: However, from the other side of the table I have seen the exact opposite of what you are saying about inventories being worked down to zero. What I have seen is that most manufacturers are stockpiling semiconductors as insurance to potential interruptions of availability due to Y2K issues. I attended the LSI Logic and the Intel shareholders' meetings recently. Both CEOs were asked if they'd seen, or could foresee any Y2K stockpiling. Corrigan of LSI called it like filling the bathtub with water before a drought. Both said no discernible Y2K effect had been seen. Back to networks. Tony