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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Cary Salsberg who wrote (62897)4/17/2002 9:20:23 PM
From: Kirk ©  Respond to of 70976
 
What I gathered from the CC, LRCX orders were from advanced processes and China-SMIC orders which I think were 200mm. China has huge needs and will eventually make the market cycles worse but good chip equip profits in the mean time.

Kirk