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kpf

11/17/04 8:13 AM

#47545 RE: tecate #47543

tecate

Well, boatloads of parboiled rice do not help much when customers want Basmati.

Remember there have been shortages of 8xx Chipsets last quarter amidst a glut of Mobo-inventories. Shortages are most probably for Socket 478-CPUs then, for value-products in both (DT and NB) segments, because this is where I see demand is shifting to currently.

K.