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Re: wbmw post# 28997

Tuesday, 06/13/2006 2:59:07 PM

Tuesday, June 13, 2006 2:59:07 PM

Post# of 151693
wbmw,

And you base this on what? Intel said they would be driving towards major inventory reductions this quarter.

No. Andy Bryant said Intel is building a bubble of product, that will either not be sold (written off) or it will be dumped on third world. So these prices are here (or elsewhere) to stay.

Joe

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