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To: Taro who wrote (1011)10/2/2000 7:41:28 PM
From: Czechsinthemail  Read Replies (3) | Respond to of 1058
 
So, do you think the market is correctly discounting increased competition and perhaps lower revenues and margins or do you think it is discounting a non-event?

Is there any indication that the memory chip companies are slowing their equipment purchases to lessen potential oversupply?