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To: Dave who wrote (149232)11/23/2001 9:12:49 AM
From: Bill Jackson  Respond to of 186894
 
Dave, not so much hunch as knowing how people mmisuse JIT systems and cause rapid spikes, both up and down.
There are no JIT police, so people multiple order and cause shortages and prices leap enormously.
With confidence returning we should see a fast revival of semis.

Bill