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To: Moonray who wrote (14913)	9/11/1998 10:16:00 AM
From: Jock Hutchinson	Respond to of 25814

Moonray and Shane : Having looked at the report, I found that there are a number of expectations for semicustom chips, one which at first blush seems to be contradictory. Taken as a whole the market for semi custom chips will see over the next 60 days a fall in prices (no problem there, since you can always have a fall in prices with greater revenue), much worse supply that will prompt PMs to either increase supply or maintain supply but definitely not reduce supply, and an increase in orders. Yet, despite all of this bullish news, the lead times are expected to be the same or shorten.Perhaps you can reconcile this last statistics with the other bullish statistics. I understand that as a rule lead times are being shortened, but I still do not understand how lead times could be shortened in a market that will see much worse supply problems.