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To: Michael Sphar who wrote (5783)6/10/1998 2:31:00 PM
From: shane forbes  Read Replies (1) | Respond to of 10921
 
(np)

nope... that's good stuff... the whistling refers to the arguments made in the BTB release... the SEA chip increase is a good thing... but remember people were expecting a double digit increase in SEA for chips this year... this means there is a lot of capacity that ain't being used now... and that comes back to the SIA whistling dixie about equipment spending...

shane.