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To: Duane L. Olson who wrote (787)2/17/1999 10:20:00 AM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 955
 
During the last upturn, the fabless companies faced a very severe capacity squeeze. I would hope they've taken steps to prevent a repeat . However, the same things that would save them from a capacity squeeze (long term contracts at guaranteed prices, for instance) are likely to reduce their flexibility. It's a tradeoff that each company will have to evaluate for itself.

Katherine