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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (1492)10/7/1997 4:43:00 PM
From: Running Bull   of 2754
 
One of the historical perceptions about polaris is that customers standardized on a vendor. whether or not the industry will go to a mix and match approach where they buy the super critical stepper system from one guy and the less critical stepper from another(cheaper) guy is still to be determined. When FSI says they need to sign up new customers, it is because in thier eyes, it is a digital event, where the bits are about $10M each.

So you are correct - it is critical to get new customers on the list to use the capacity put in place.
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