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To: Andrew Vance who wrote (14132)	5/28/1998 1:49:00 PM
From: Doug Skrypek	Read Replies (1) of 17305

AV: Now that NVLS has allied itself with LRCX for etch and IPEC for CMP, it seems to me that at some point all of these guys just merge and do battle against AMAT as one united force. Having said that, does this weaken SFAM's position vs. IPEC? DS

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