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To: Glenn Barrera who wrote (60883)7/20/1998 6:15:00 PM
From: Paul Engel  Respond to of 186894
 
Glenn - re: "He goes on to add that they think (intc) is MINIMALLY into one of the strongest inventory rebuilds seen in years. That one was good! Even I can't understand it! And remember, this may be more than just an inventory build, it may be part of a sustained upturn. "

Are you all broken up because NSM wasn't mentioned?

Paul