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To: kash johal who wrote (3522)8/3/2000 12:47:55 PM
From: chic_hearneRespond to of 275872
 
Re: However if no major oems by Sept 1 its tough to see how they make the quarter

Kash,

I don't think there's enough info available to assume anything. If they were only targeting a small amount of Durons, it may make sense that they can be sold out without a major OEM. Who knows.....

I'm still out, though it really seems to me we are bottoming out this week. Those Aug 70's you bought don't look to good at the moment, but anything could happen in a few days.....

chic



To: kash johal who wrote (3522)8/3/2000 5:03:13 PM
From: Bill JacksonRead Replies (1) | Respond to of 275872
 
Kash, Conventional boners are indeed standardised, however this flip chip bonding is newtech, scarce and costs extra.

Bill