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Politics : Formerly About Applied Materials

AMAT 252.34

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12:59 PM EST

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To: Gottfried who wrote (20852)	6/26/1998 10:11:00 AM
From: Teri Skogerboe	Read Replies (1) of 70976

Just a btw from the LRCX conference call. Bagley said the news reports stating the foundry businesses in Taiwan were running at 55-70% of capacity were correct in their view. I was slightly surprised by the mention of a figure as low as 55%.

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