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Technology Stocks : Silicon Valley Group
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To: Grant C who wrote (966)9/12/1997 10:03:00 AM
From: Dave Grady   of 2946
 
Grant C,

Can you elaborate on the quartz situation? Why the 9 month cure? Is this at the quartz maker or the stepper company user? Corning is the supplier of fused silica (reacted quartz vs mined), is this the contrain? How do you see this effecting the various player?

Thanks!
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