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Politics : Formerly About Applied Materials
AMAT 258.83+0.9%10:40 AM EST

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To: Ian@SI who wrote (47303)5/25/2001 5:24:45 PM
From: Sun Tzu  Read Replies (1) of 70976
 
Thanks Ian. That makes more sense. Still, amortizing it over the time period would mean spending $250B (plus whatever interest) to get $300B (plus present value of fab, which cannot be too much). It should still show up as a hit on profit margins...

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