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To: Process Boy who wrote (91788)11/5/1999 6:51:00 PM
From: Michael Bakunin  Read Replies (2) | Respond to of 186894
 
Worst-case interpretation of the word 'struggling' and the price data. I have heard two, contradictory sets of rumors. One matches the worst case, the other the best (i.e., Coppermine is ramping like even Paul doesn't dare dream). Both match the prices; the first by dint of lower demand, the second through massive supply. Heard anything? -mb