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To: Paul Engel who wrote (128626)3/1/2001 2:09:55 PM
From: Amy J  Read Replies (4) | Respond to of 186894
 
Hi Paul, RE: "inventory...by definition"

As in, 6 months is: planned, expected and normal duration? Or abnormal?

RE: "This action will separate the strong from the weak"

If this manufacturing recession lasts long enough, this could actually be good for Intel as it impacts AMD. A nasty recession could implode AMD. When was AMD founded? After or before the nasty inflation of the 70's?

RE: war

I noticed that after Desert Storm, it appears this provided the USA with additional bargaining power and the other (majority) oil countries appeared to be responsive to this support that the USA showed by way of its military action against a minority player. (Ignore the comment about "start" - that'll just sidetrack the discussion.) The key question I have is: what happened in the 70's, in response to the oil inflation and how is it different from now? And why did that fail? How is it different from today?

Regards,
Amy J