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Politics : Formerly About Applied Materials
AMAT 292.20-1.2%Jan 7 3:59 PM EST

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To: Sam Citron who wrote (53396)10/1/2001 5:09:54 PM
From: Math Junkie   of 70976
 
Re: Share of fab dollar would be a very interesting metric to track. Can we get any data, even anecdotal?

You could look at each company's quarterly reports (available on their web sites) and compare total sales and total percentage sales growth over the past several years. That would would give you a first approximation on whose share of the fab dollar was rising faster. They might even have it broken down as to how much of it was sales to fabs.
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