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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: James Calladine who started this subject	4/17/2002 2:15:22 PM
From: Sidney Street	Read Replies (1) of 95531

I don't follow Intel closely so it was nice to see that in yesterday's guidance, they said margins would begin to benefit from decreased manufacturing costs due to the transition to 300 mm wafers. More confirmation we are reaching the tipping point for shift to 300.

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