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Politics : Formerly About Applied Materials
AMAT 248.51+2.5%1:23 PM EST
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To: Ramsey Su who wrote (24513)9/21/1998 10:32:00 PM
From: Ian@SI  Read Replies (3) of 70976
 
Ramsey,

I believe SEMI reports a North American BtB. AMAT sells globally. Nevertheless they do have the largest market share - I believe it's close to 15% or about 1/2 of your estimate.
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