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Politics : Formerly About Applied Materials
AMAT 260.22+0.4%Dec 23 3:59 PM EST

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To: Gary Burton who wrote (41571)1/17/2001 11:51:44 PM
From: Ian@SI   of 70976
 
Gary,

CMOS is backend which has had a BTB below 1 for the last couple months; NVLS is Front end and still growing backlog. Frontend has longer leadtime than back end.

Good luck in getting back in at a lower price should you so desire.
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