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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Sid Turtlman who wrote (35610)	11/9/1998 5:54:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Sid, I haven't received my High Tech Strategist yet, but it sounds like Fred's timetable corresponds to my Xmas lies thesis. Everyone is building huge capacity and inventory with the thought of a gangbusters Xmas season and it isn't going to work out. By mid-Dec., at the latest, we should hear of some component cos. talking about sharply reduced or non-existent orders. The good news is that the current price rise in these dead meat cos. discounts even the gangbusters estimate. MB