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Novellus Systems, Inc. Message Board

  • swampthing swampthing Jan 13, 2002 3:04 PM Flag

    More push outs

    Working for a supplier to many of the equipment manufacturers, we see a new round of push outs from OEM's. The replacement business at the fabs is steady but 50%+ below year ago. Until some upturn in replacement business shows up I would suspect a recovery at OEM's is far off.

    Look for the 20's and load up then.



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