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


To: Jack Kunkle who wrote (29834)4/29/1999 10:29:00 PM
From: Gottfried  Respond to of 70976
 
Jack, thank you! Re >>we expect that DRAM makers' proportion of
equipment demand will only be approximately 25 percent of capital spending versus 45 to 50 percent during previous cycles.
<<

I believe it. Does anyone have other figures?

Gottfried