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To: patrick tang who wrote (4441)10/27/1997 1:10:00 PM
From: Frank Povoski  Read Replies (3) | Respond to of 11555
 
Hey, I think that all these analyst are short sighted.
If the asian delay fabs due to 25% higher cost then we will have shortage of parts in the 6 month -1 year timeframe. In the short period we may see some cheap parts but that is only in DRAMs and some SRAMs. Things are getting hammered today again. When will people get rational!!