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Politics : Formerly About Applied Materials
AMAT 262.05-0.3%10:53 AM EST
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To: davesd who wrote (10096)10/31/1997 9:45:00 AM
From: Kumar Nathan  Read Replies (1) of 70976
 
Dave: You are asking a right questions. When there was a 1996 slowdown. Koreans and Taiwanese were smart. They used this as an opportunity to modernize their fab. In otherwords they beefed up the investments during that time.

Regards

Kumar
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