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To: Johnny Canuck who wrote (35521)	12/12/2001 1:41:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69892

13:32 ET Prudential on Semi Equipment : Prudential positive on semi equipment group; channel checks indicate that TSM is upgrading its Fab 4 to 0.18/0.15/0.13 micron (currently 0.25 micron), and that orders of $350-$500 mln could be seen in Dec/Jan. Also, the construction freeze at Fab 14 has been lifted, which could indicate a nascent trend of upward revisions in TSM's 2002 capex plans. Firm sees primary beneficiaries as AMAT, KLAC, NVLS, LRCX, RTEC.