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Technology Stocks : KLA-Tencor Corporation (KLAC)
KLAC 1,428+2.0%Jan 12 3:59 PM EST
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To: Kevin Firth who wrote (896)1/20/1998 9:36:00 AM
From: H James Morris  Read Replies (1) of 1779
 
I wonder how the street digests this part of the release?

Korean customer orders were adversely affected by
that country's economic uncertainty and by delays in determining which
Korean projects will be funded and when.

Additionally, capital spending by customers in Japan was weaker
than normal and manufacturers of memory devices continued to hold or
delay expansion plans. New order volume from the U.S., Europe, and
Taiwan continued to be above normal as a percentage of the total
orders received.
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