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Technology Stocks : General Lithography
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To: Ian@SI who wrote (733)1/1/1998 3:01:00 AM
From: Mason Barge   of 1305
 
<<I believe that the Quartz shortage is more in the imagination of some of the gurus than in fact>>

If I understand it correctly, the quartz shortage was actually a potential problem but was overshadowed by the inability of the stepper fabs to get working product out the door. In other words, it was a potential bottleneck but was overshadowed by other problems.
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