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To: yard_man who wrote (40906)11/15/1998 10:53:00 PM
From: sandstuff  Read Replies (1) | Respond to of 53903
 
It's all BS, too many fabs came on starting in '96. Nobody knows for sure where the balance of supply and demand is. All I know for sure is the total bits/year used will continue to rise at a 60% rate. The rest is magicland.