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To: Road Walker who wrote (93997)12/14/1999 7:00:00 PM
From: MONACO  Respond to of 186894
 
John...agreed, just don't believe it. Hope Intel catches them all with their pants down and prints 70 cents in January....M



To: Road Walker who wrote (93997)12/14/1999 8:15:00 PM
From: John F. Dowd  Read Replies (2) | Respond to of 186894
 
JF:Just a rhetorical question. If we are component capacity limited how is it that today's concern is that every one is overstocked with components and hence next qrtr. will suffer? It seems that the anal-ist's speculation swerves from feast to famine almost hourly. JFD


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