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To: DJBEINO who wrote (48511)9/21/1999 5:51:00 PM
From: Skeeter Bug  Respond to of 53903
 
robert adams said...

>>Further, we believe that external factors could mitigate any near term
shortage of product from Taiwan. First, many semiconductor suppliers have been
building inventory in advance of an anticipated strong holiday buying season,
potentially buffering any limited near-term supply problems. Second, we
believe that customers have been ordering extra inventory to prepare for
potential Y2K related delivery problems, and as such we believe they may also be
holding buffer stock. <<

is he in dreamland, too?