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Politics : Formerly About Applied Materials
AMAT 327.03+2.5%3:59 PM EST

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To: Sean Sheldon who wrote (10511)11/7/1997 11:40:00 AM
From: davesd  Read Replies (1) of 70976
 
Seam...LSI is a small player...so it will not have much if any impact on AMAT...what I would be concerned about is...is this an isolated situation with LSI or will we see this as a trend from other semi companies.....

dave
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