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To: molemania who wrote (928)10/20/1998 8:57:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
More likely, the leading edge competition which has resulted in both Samsung and Micron announcing some short term expansion plans has convinced the market that the outlook is much brighter than previously thought for the leading edge equipment companies.

Automation, mask makers also have jumped nicely during the last couple days.

FWIW,
Ian