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To: James Word who wrote (12186)1/5/1998 4:53:00 PM
From: Tiger  Read Replies (1) | Respond to of 25960
 
Off Topic**

James,

Interesting comment on Intel/SVGI and supply constraints. Do you believe semi makers would continue to avoid SVGI(or by default choose ASMLF) when their production capabilities exceed INTC's needs? Are there other examples in the semi eqpt area where customer concentration limits a company's potential client base?

Thanks,
Tiger