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MClayton200
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re: Foundry sales growth hitting the skids
MClayton200   10/8/2012 7:15:15 PM
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Len Jelinek seems to be correct. Foundry revenue seasonality may have shifted slightly. We will see next few years how this plays out as leading edge foundry investment and the new designs to utilize those new capabilities are impacted by realities of the cost of being an early adapter. As variability of capability increases with tech level, risk of missing peak buying season requires earlier foundry starts.



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