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To: Dave Gahm who wrote (42094)1/8/1999 11:12:00 PM
From: PAinvestor  Read Replies (1) | Respond to of 53903
 
Hello Dave. I do not know what Carl's bit supply and demand growth forecasts are, so I cannot assess if his comments are quantified. Time and time again, what you see is not what you get. If all the production ramps over the last 12 months had come true we would have probably seen total bit supply growth explode. Reality (of course) is much, much less.