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redspinelpinktopaz

11/23/22 5:01 PM

#123256 RE: pitcook #123255

I hear you, But look at it like an equilateral or isosceles triangle upside down. The major foundries are at the bottom with NDAs, so the rest of the foundries and Tier ones, are up above and not able to react until the NDAs disclosed.
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tedpeele

11/23/22 5:02 PM

#123257 RE: pitcook #123255

KCC is saying the opposite of that