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To: Tom Hua who wrote (8679)	4/26/2001 8:52:54 AM
From: Paul A	Read Replies (1) \| Respond to of 19633

biz.yahoo.com

To: Tom Hua who wrote (8679)	4/26/2001 8:54:03 AM
From: Paul A	Respond to of 19633

points of interest re-CCMP: ``Furthermore, we are unable to predict when the current industry situation will improve. Thus, it now does not appear likely that we will achieve our previous guidance for fiscal 2001 revenue growth of 50% or more, which was based on the assumptions we made earlier in the year about the rate of the burn off to normal levels of our customers' end market chip inventory and the overall economy. In response to the soft conditions we are experiencing, we have implemented more stringent spending controls and have postponed certain capacity-related capital investments. During this period, we will continue executing our strategies designed to enhance our market and technology leadership position so that we are able to emerge from this industry downturn with an even more compelling customer value proposition.