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To: Gottfried who wrote (1166)	8/22/1997 6:13:00 PM
From: Teri Skogerboe	of 1894

Thanks Gottfried for those interesting articles. This has been one very wild week for our dear ole stock market, hasn't it? BTW, I think the analysts are thinking that CapEx will be up some for INTC in '98, which would actually benefit the semi-equips. Possibly this is the reasoning for saying (as Henry posted this morning) move some $$ from semis to semi-equips? Regards

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