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To: Black-Scholes who wrote (40361)4/30/1999 10:28:00 PM
From: Black-Scholes  Read Replies (2) | Respond to of 50808
 
And - if foundry capacity were truly tightening, why would a company like AMAT have their market capitalization REDUCED by 18% in the last week? In fact, the entire semiconductor capital equipment sector was clobbered this week. Make sense?