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Archive · Apr 12, 2001, 10:09 AM

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FromPhillip K Allen
ToJeff Richter, Tim Belden, Tim Heizenrader

load_0411.xls

attachment

Here is a simplistic spreadsheet.  I didn't drop in the new generation yet,

but even without the new plants it looks like Q3 is no worse than last year.

Can you take a look and get back to me with the bullish case?

thanks,

Phillip