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SUSAN E. MARSHALL
of Texas at Austin
University
Introduction
While the causes and consequences of social change have long engaged the interestof
social theorists, recent consideration of the dilemma of Third World under-
development has sharpened the debate into two contrastingtheoretical perspectives.
Modernization theory, based upon structural-functionalism, generally characterizes
nations as more or less modern according to theirdegree of industrialization (Parsons,
1960; Inkeles and Smith, 1974; Moore, 1979). This view assertsa historicalcontinuity
between the development experiences of the so-called modern and traditional
societies, and views contact with the wealthy Western nations as beneficial through
the diffusionof resources such as capital, technology,knowledge, and cultural values
(Banfield, 1958; Lerner, 1958; Hagen, 1963; Hunter, 1969). Dependency or world-
system theory, in contrast, following in the Marxist tradition, argues that the
industrialized West can not represent the future of Third World societies because
underdevelopmentis a necessaryconsequence of worldwide capitalist expansion. This
expansion promotes class alliances between core and periphery which distort the
process of indigenous development and retard self-sustaininggrowth by maintaining
note:I would like to thankWilliamJ. Goode, Robert L. Kaufman,Susan Tiano, and four
Author's
forhelpfulsuggestions
anonymousreviewers on earlierversionsofthispaper.
0217-24$03.00 ? 1985International
0020-8833/85102 StudiesAssociation
core control of valued resources (Lenin, 1939; Sweezy, 1942; Baran, 1957; Dos Santos,
1970; Amin, 1974; Wallerstein, 1974, 1979, 1980; Frank, 1979). According to this
perspective,the internal structureof Third World societies is stronglyinfluenced by
their dependent position in the world capitalist system.While the findingsare by no
means conclusive, empirical research does tend to support the hypothesis that
financial dependence retards long-term economic growth and exacerbates income
inequality within Third World societies (Chase-Dunn, 1975; Rubinson, 1976;
Bornschier et al., 1978; Bornschier and Ballmer-Cao, 1979; for a differentview, see
Delacroix, 1977).
While much attention has been given to the general question of social inequality
withinThird World nations, the issue of gender inequality typicallyhas been ignored
by the development literature,although thisgap has been partially filledby numerous
excellent case-studies.' This exploratory study representsan initial effortat such a
systematiccross-national assessment of the effectsof industrialization and economic
dependency on gender inequality in 60 Third World nations. I firstsuggest some
hypotheseswhich emerge froma literaturereview of both theoreticalperspectivesand
then test these hypotheses, using regression analyses to compare the relative
contributions of levels of national economic development and dependence for
predicting female rates of education and labor force participation as well as the
sectoral distributionof female employment. In addition, a sex ratio is presented for
each measure of achievement, allowing us to compare the predictive utilityof these
contrastingtheoriesof social change for explaining national variations in the gender
gap in education and employment.The effectsof culture on gender inequality are also
examined, using dummy variables forgeographic region. The goals of thisresearch are
(1) to provide,comparative data on the general condition of women in less-developed
societies, (2) to posit an association between societal development and female status in
order to better integrategender into the study of development, and (3) to offersome
tentativeobservationsconcerningthe conceptual distinctionbetween class and gender
stratification.
(Lerner, 1958; McClelland, 1961; Inkeles and Smith, 1974; O'Connell, 1976). In
particular,women's statusimprovesvia educational expansion, increased employment
opportunities, and a reduction in family size facilitated by urbanization, class
mobility,and modern contraceptivetechnology (Klein, 1963/64;Giele, 1972; Shorter,
1975; Wells, 1976).
Contrastingtraditional and modern society,this perspectivegenerally hypothesizes
a positive relationship between level of economic development and rates of female
educational attainment and labor force participation (at least for wage workers), as
well as a shiftfromfemale agricultural to industrial employmentas industrialization
proceeds (see Wilensky, 1968). Since the historical experience of Western women is
viewed as progresstoward increasing equality with men, the active interventionof the
developed nations through foreignaid and investmentis presumed to have the same
positive effecton women's status in the less-developed countries (Levy, 1949; Goode,
1963; Patai, 1967). Moreover, both development and Westernization are assumed to
narrow the gender gap in achievements in these areas, resulting in greater parity
between the statusesof males and females.
Recent feministanalyses of developed Western societies have overtly challenged
these optimisticassertionsofmodernization theory.Historical investigationdocuments
the withdrawal of women from productive labor as Western industrialization
proceeded due in part to improvementsin earnings of male breadwinners and the
limitationsplaced on female employment by the separation of home and workplace
(Oakley, 1974; Ryan, 1975; Tilly and Scott, 1978).2 Some researchers (e.g., Iglitzin,
1976; Hareven, 1978: 68-69) suggest that the isolation of the modern nuclear family,
due to the limitations placed on female mobility by the erosion of kinship support
networks, renders it a less egalitarian institution than the traditional extended
form.According to this view, the persistenceof gender inequality in modern Western
societyis manifestedin lower rates of female employmentrelative to males and a sex-
stratifiedlabor market which maintains female subordination to male breadwinners.
Indeed, despite dramatic increases in femalelabor forceparticipation during the latter
stages of industrialization,employed Western women are still clustered in low-status
poorly paid clerical and service occupations (Myrdal and Klein, 1956; Oppenheimer,
1970; Blau, 1979).
A more radical feminist approach extends dependency theory's critique that
Western capitalist penetration retards long-term economic growth, political demo-
cracy, and quality of life in less-developed societies, arguing that dependent
development also exacerbates gender inequality. According to thisradical perspective,
the subsequent expansion of the cash economy frequentlyrecruitsmales while leaving
females to labor in subsistence production where they are denied opportunities for
upward mobility and independence from patriarchal control (Bossen, 1975; Van
Allen, 1976; Arizpe, 1977; Jelin, 1977).3 The distortion of the peripheral economy
precipitated by dependent development affectsall workers, but the restrictionof
employment opportunities particularly displaces women, who function as a reserve
army of labor, most commonly as casual workersin the overcrowded tertiarysector
(Saffiotti,1975; Leon de Leal and Deere, 1979). The causal chain linking the various
typesof economic dependency with gender inequality remains unspecified,however.
In order to posit some guiding hypothesesconcerning these relationships,I borrow
from previous empirical research indicating that investment, debt, and export
dependence increase income inequality (Rubinson, 1976; Bornschieretal., 1978; Stokes
and Jaffee,1982; Fiala, 1983). While the process by which thisoccurs remains a matter
of lively scholarly debate (see Bornschier and Ballmer-Cao, 1979; Evans and
Timberlake, 1980; Fiala, 1983), the general thesis is that the adoption of capital-
intensive techniques and the repatriation of profitsby foreigninvestors (investment
dependence), the drain ofscarce capital by high external debt (debt dependence), and
the restriction of control over production and income caused by exporters'
vulnerability to the vicissitudes of the world market (export dependence) cause
uneven development. This is characterized typically by a small industrial enclave
surrounded by a large informalsector in the cities and a proletarianized peasantry in
the countryside, pressured by declining employment opportunities as a result of
mechanization and periodic production restrictionsdesigned to drive up the prices of
primary products on the world market. Income inequality between the educated,
economically secure 'labor aristocracy' in the small but more remunerativeindustrial
sectorand the masses is thus increased (Arrighi,1970).
Extrapolating fromfeministresearch in the less-developed areas, the employment
squeeze resulting from dependency may be expected to have a more deleterious
impact on women than on men. Two divergent hypotheses have been proposed to
explain the relationship between economic dependence and gender differencesin
overall labor force participation. In the first,the resulting labor crisis may be
alleviated throughthe transferof the female reservearmy of labor out of waged work
entirelyor into the informal sector where their labor may go largely unrecorded,
preservingthe economic security of the male labor force who constitute a greater
potentialthreatto the statusquo (Bossen, 1975; Van Allen, 1976; Beneria, 1982). In the
second, the pauperization of the masses necessitatesfemale entrance into wage labor as
a strategyof pooling resourcesforfamilysurvival, particularlyin the agricultural and
servicesectors(Jelin,1977; Leon de Leal and Deere, 1979; Sen, 1982). In eithercase, a
connection between the processes of gender and class inequality is proposed.
Moreover, there is considerable agreement concerning the effectsof economic
dependence on the sectoral distributionof employment,particularly concerning the
increasing concentration of women in service employment (Arizpe, 1977; Young,
1982). In addition, it is proposed that the market expansion of factory-produced
consumption items destroys domestic manufacturing, often a traditionally female
enterprise (Young, 1982). Hence, I hypothesize that economic dependence varies
positivelywith the numbersof women employed in the agriculturaland servicesectors
and with the ratio of women to men participatingin these sectors. I also hypothesize
that economic dependence varies negativelywith female employmentin the industrial
sector and with the equality of educational opportunity,given that crises in capital
accumulation constrainfamilyand governmentresources,thus favoringthe education
of males over females. Economic dependence thus mitigates the anticipated effectsof
economic development on gender equality.
Methodology
In thisanalysis I testthese hypothesesby means of cross-sectionalregressionanalysis of
60 less-developed countries with per capita Gross National Products (GNPs) of less
than $1000 in 1970.4 By continent,these include 21 countriesfromLatin America, 20
fromAfrica, 16 fromAsia, and the remainder fromEurope (see Appendix I). These
countriesdo not representa random sample, but constitutethose cases forwhich data
are available on every variable under examination. Hence, tests of statistical
significanceare of limited utility,but are included as a rough guide to the relative
magnitude of regressioncoefficients.All data are collected forthe year 1970, with the
exception of those variables, as noted, which are averaged forthe period 1966-1967 to
1970 to smooth out annual fluctuations.
The dependent variables represent key indicators of women's educational and
economic status and gender inequality. Women's educational achievements are
measured as thefemalesecondary educationlevel,expressed as a percentage of the eligible
females in the appropriate age-group (11-16 years). This variable represents the
acquisition of skills necessary for participation in the public domain. These data are
drawn fromthe Unesco StatisticalYearbook(1980).
Women's economic status, operationalized as the level of remunerated female
economic activity, measures the total female wage labor force participation.5 The
female laborforceparticipationlevel is expressed as a percentage of the total female
population in each country. The source for these data is the International Labour
Office,Labour Force Estimatesand Projections,1950-2000 (1977).6 Total female labor
force participation is divided into agriculture,industry,and servicesectors, according to
the International Standard Industrial Classification.7These three sectoral variables
allow us to assess differencesin the structureof the female labor force by degrees of
development and dependency. In particular, we are interestedin testinghypotheses
concerning the employment of women in service versus industrial sectors, a pattern
which, for the aggregate labor force, has been empirically associated with income
inequality in Third World nations (Evans and Timberlake, 1980; Kentor, 1981; Fiala,
1983).
Gender inequality in each country is measured by means of sex ratios, which are
constructedfor each indicator of educational and economic statusjust discussed. Sex
ratiosrepresent the levels of female achievement expressed as a percentage of male
levels for each category. A sex ratio of 100 indicates parity between the sexes, and
deviations below (or above) 100 may be interpretedin termsof the degree of male (or
female) advantage on that measure.8
The analysis firstregressesfemale attainmentand participation levels and sex ratios
on economic development level,measured by per capita energy consumption in kilograms
of coal equivalents. This is a widely used measure of overall economic development,
and has the advantage of easier cross-national interpretationthan GNP per capita,
which is more sensitiveto fluctuationsin currencyexchange and inflationrates.9Log-
transformedvalues are used because of the skewed distributionof this variable. These
data are drawn fromthe StatisticalYearbook,1974 (United Nations, 1975).
The dependency variables are then included in the regressionequations to assess
theirrelative power forpredictinginter-countrydifferences in female educational and
economic status and gender inequality. Three variables are used to represent
empiricallydistinctdimensions of dependency.'0 Investment which measures
dependence,
the extentof profitsmade by directforeigninvestmentin the host country,is measured
by the total debits on investment income as a percentage of the Gross Domestic
Product (GDP). This 'flow' measure of investment dependence (see Evans and
Timberlake, 1980: 535) is averaged for the years 1966-1970 to smooth out annual
fluctuations.It is derived fromthe International Monetary Fund's Balance of Payments
Yearbook(1973). Debt dependence is measured by the total external public debt as a
percentage of GDP, averaged forthe years 1967-1970. It measures the degree of state
financial autonomy within the world-system. These data are derived from the
International Bank for Reconstruction and Development, WorldTables (1976)." The
third variable, exportdependence, representsthe degree to which the structureof Third
Data Analysis
The EffectsofEconomicDevelopment
on GenderInequality
Table 1 presentsthe resultsof bivariate regressionanalyses of female educational and
economic status on economic development level. As Table 1 indicates, advancements
in economic development are associated with increases in female secondary
enrollmentsand decreases in female labor force participation. Empirical support for
modernization theoryamong Third World countriesis thus mixed. The resultsof this
cross-sectional analysis suggest that economic development provides resources
necessary for the expansion of female secondary education, but also restrictsfemale
employment,as predicted by some criticsof the modernization perspective.
TABLE ofenergyconsumption
1. Effects per capita on femaleparticipation
levels(N = 60).
Dependent
Variables
aUnstandardized regressioncoefficient.
bStandarderrorofcoefficient.
cStandardizedregression coefficient.
at 0.05; **significant
*Significant at 0.01.
Note:The meansand standarddeviationsofthevariablesappear in AppendixII.
Variables
Dependent
aUnstandardizedregression coefficient.
bStandarderrorofcoefficient.
cStandardizedregression coefficient.
*Significant at 0.01.
at 0.05; **significant
Note:The meansand standarddeviationsofthevariablesappear in AppendixII.
DependentVariables
% of theFemaleLabor Force
Female Female Employedin:
Independent Secondary Labor
Variables Education Force Agriculture Industry Service
aUnstandardized coefficient.
regression
bStandarderrorofcoefficient.
cStandardizedregression coefficient.
at 0.05; **significant
*Significant at 0.01.
Note:The meansand standarddeviationsofthevariablesappear in AppendixII.
poor. As the low adjusted R2s indicate, by including the threedependency variables in
the regression equations, generally little is added to the proportion of variance
explained. Moreover, the original independent variable, energy consumption per
capita, gains strength as a predictor of increasing gender equality in secondary
education and decreasing equality in labor-forceparticipation sex ratios.
DependentVariables
aUnstandardizedregression coefficient.
bStandarderrorofcoefficient.
cStandardizedregression coefficient.
at 0.01.
at 0.05; **significant
*Significant
Note:The meansand standarddeviationsofthevariablesappear in AppendixII.
The relationship between economic dependency and sex ratios demonstrates that
investmentdependency is associated with increasing inequality in favor of males in
secondary education and in agricultural employment, perhaps in the latter case
because foreigninvestmentin agriculture is related to the growth of agribusinesses,
which tend to employ male workers (Leon de Leal and Deere, 1979). Exports to the
developed marketeconomies as a percentage of GDP emergesas a consistentpredictor
of increasing female employment. Also, as export dependency increases, the
percentage of women employed in agricultureincreases and the percentage of women
in industry decreases relative to the male distribution by sector. This lends some
empirical support to the hypothesisthat exporting to the wealthy capitalist nations
confinesfemale economic opportunitiesto the labor-intensivesectorsinvolved in raw
materials production. This research also suggests that the effectsof economic
dependency on women's status and gender equality are difficultto generalize, since
theyvary by type of dependency. The hypothesisof dependency/world-system theory
concerning the relationship between dependency, service sector employment, and
inequality continues to receive little empirical support, however, as service
employment demonstrates no significant relationship to any of the dependency
variables.
DependentVariables
% of theFemaleLabor Force
Female Female Employedin:
Independent Secondary Labor
Variables Education Force Agriculture Industry Service
aUnstandardized regressioncoefficient.
bStandarderrorofcoefficient.
cStandardizedregression coefficient.
dIntercept forAsiancountries.
*Significantat 0.05; **significant
at 0.01.
Note: The meansand standarddeviationsofthevariablesappear in AppendixII.
aUnstandardized regressioncoefficient.
bStandarderrorofcoefficient.
cStandardizedregression coefficient.
dIntercept forAsiancountries.
*Significantat 0.05; **significant
at 0.01.
Note:The meansand standarddeviationsofthevariablesappear in AppendixII.
Discussion
This cross-sectional study of 60 Third World countries explores the power of
macroeconomic conditions of economic development and dependency for predicting
national variations in women's education and labor-forceparticipation levels and sex
ratios. I began by examining bivariate relationshipsbetween energyconsumption per
capita and the 10 dependent variables, added measures of investment,debt, and
export dependency to the regressionequations, and ended with the inclusion of four
geographic/culturalregions (Latin America, Africa, Muslim, and Asian).
have been proposed. Boserup (1970), for example, argues that cultures are
distinguishedby male and female farmingsystems,determined primarilyby level of
technology.Thus, the traditionoffemale farmingin Africa which distinguishesit from
the other Third World regions explains females' relative advantage in agricultural
employment. Youssef (1974) proposes that family structureis the major institution
responsible for the social control of women. Comparing Latin America and the
Middle East, she contends that divergentcolonial policies competed with the familyin
the formerregion but favored familial autonomy in the Middle East, so that cultural
constraintsagainst female mobilityin the public sphere are more effectively enforced
and are furtherbolstered by the retentionof norms mandating the lifetimefinancial
support of Muslim women by their male relatives. More recently, in the oil-rich
countriesof the Middle East, ec-onomicdevelopment is sometimesso disruptiveof the
indigenous social structurethat the national political leadership has reactivated the
patriarchal familyas a unifyingcultural symbol forreasons of political expediency. In
the process, female access to the opportunities emergent with development are
restricted (Marshall, 1979, 1984a,b). In other regions, economic exigencies for
increased productivity and lower fertilitymay impel political elites to attack
traditional constraintsagainst female employment,although not always to women's
advantage (see Andors, 1976). At the very least, the findingsof this cross-sectional
study challenge the cultural convergence hypothesisof some modernization theorists
(e.g., Lerner, 1958; Inkeles and Smith, 1974; fora critical view, see Moore, 1979) that
economic development universallyWesternizesindigenous cultural institutions.They
also lend support to the growing criticismthat dependency/world-system theory is
seriouslyflawed by its tendency to neglect the analysis of internal dynamics, such as
the manner in which indigenous political and class relations and cultural constraints
mitigate the effectsof national and international economic transactions on gender
equality (see Portes, 1976; Ward, 1983).
I further propose that the interaction between class and gender stratification
systemsis shaped by cultural influences.In some regions,such as Africa,data suggest
that the strategyof class exploitation may entail the integrationof male workersinto
the industrial and service sectors while leaving women to support themselvesin the
agricultural sector. In others,such as the Muslim region, the economic dependence of
women on men facilitatesemployer control over male workers.In Latin America, the
integration of women into service employment permits more extensive wage
exploitation of both sexes. The interconnection between these two systems of
inequality and social control is in need of more direct analysis, including the
investigation of regional variations in patterns of women's status and gender
inequality by class.
Conclusion
This study of 60 less developed countries is a somewhat conservative test of the
relationship betweeen economic development, dependence, and gender inequality.
The inclusion of wealthy, capitalist nations in the regression analyses would have
facilitated the attainment of significantfindings,both by increasing sample size and
by dichotomizing many of the cases into wealthy, autonomous, egalitarian nations
and poor, dependent states with greater gender discrepancies. In some respects,
however, this study has raised more questions than it has answered. We have
discovered the importance of cultural region for explaining national variations in
women's status and gender inequality, but have yet to specify how this dynamic
operates or to identifyits sources by region. In addition, the dependent variables used
in the present analysis require furtherrefinementbefore these tentative findingsthat
macroeconomic variables are relatively unimportant predictorsof gender differences
are accepted conclusively. For example, secondary education enrollment statistics
might address gender differencesin curriculum content. The labor-forceparticipation
of women as unpaid family workersshould also be considered, since informallabor
marketsmay reveal greatergender discrepancies. The exact nature ofmale and female
employment within each sector must be specified,perhaps through the use of more
detailed national census data. Finally, the next step proposed is replication of this
cross-sectional study with a panel analysis that measures the degree of change in
women's status and gender inequality within each country. This research design
should be less sensitiveto the effectsof culture and provide a more thoroughtestof the
influenceof macroeconomic processes on changes in gender stratificationin the Third
World.
Chad Barbados
Ethiopia Bolivia
Gabon Brazil
Ghana Chile
IvoryCoast Colombia
Kenya Costa Rica
Malawi DominicanRepublic
Mauritius Ecuador
Nigeria El Salvador
SierraLeone Guatemala
Tanzania Guyana
Uganda Honduras
Upper Volta Jamaica
Zaire Mexico
Zambia Nicaragua
Panama
Algeria Paraguay
Egypt Peru
Morocco Trinidadand Tobago
Sudan Uruguay
Tunisia Venezuela
Indonesia Cyprus
Iran Lebanona
Iraq Malta
Jordan Yugoslavia
Syria
Turkey
Burma
Fiji Islands
India
Malaysia
Philippines
RepublicofSouthKorea
Singapore
Sri Lanka
Thailand
Appendix II. Means and Standard Deviations of Variables Used in the Analysis
Standard
Variable Mean Deviation
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Notes
1. Some noteworthy compilationsof such case-studiesinclude Reiter (1975); Iglitzinand Ross (1976);
Schlegel (1977); WellesleyEditorial Committee(1977); Bourguignon(1980); Lindsay (1980). One
recentcross-national studyof the relationshipbetweennationaleconomicdependencyand women's
statushas been done by Ward (1983).
2. This does notcontradictmodernization theory'sfunctionalist
roots.Parsons(1954:94-95),forexample,
characterizedthe modern sexual division of labor as breadwinning(instrumental)male and
homemaking(expressive)female. While Parsons highlightedwomen's autonomyover theirown
domestic sphere, the more recent feministperspectiveregards this increased female economic
dependenceon malesas deleteriousto genderequality.
3. By viewinggreatermale integrationinto the capitalistsectoras beneficialto men, thisperspective
implicitlyemphasizesthe significance of productiveover reproductiveroles forimprovingwomen's
status,and hence makes class dominationsecondaryto that of patriarchy(see Hartmann and
Markusen,1980,and theconcludingdiscussionofthispaper).
4. Centrallyplannedeconomiesare notincladedin theanalysisdue to insufficient economicdata.
5. This indicatordoes notincludeunpaidfamilyworkers, who constitutea largershareoffemalethanof
male laborers,althoughthisvariesby region(see Youssef,1977). This oversight is notproblematicfor
the presentresearchconcern,however,since we are interestedin comparinggenderdifferences in
participation in themonetized,modernsectors.
6. The methodology forestimating labor-force
data is extensively
discussedin International Labour Office
(1977,Vol. 6).
7. Agriculture (Division1 ofISIC) includesagriculture, hunting,forestry,
and fishing. Industry(Divisions
2-5 of ISIC) includesmining,quarrying,manufacturing, gas, water,and construction.
electricity,
Service(Divisions6-9 ofISIC) consistsofwholesaleand retailtrade,restaurants and hotels,transport,
storageand communication, financing,insurance,real estateand businessservices,and community,
social,and personalservices.
8. For example,if40 per centofeligiblefemalesare enrolledin secondaryschoolcomparedto80 percent
ofeligiblemales,thesexratiois 50, and if60 percentofthepaid femalelaborforceis in theagricultural
sectorcomparedto 30 percentofthepaid male laborforce,thecorresponding sex ratiois 200.
9. Preliminary analysescomparingthesetwoindicatorsofeconomicdevelopmentfoundhighcorrelation
betweenthem (Pearson's r = 0.836) and substantiallythe same performance as in the regression
analysesreportedhere.
10. As AppendixIII indicates,investment and exportdependenceare positivelycorrelatedwithenergy
consumptionper capita, while debt dependencehas a weak positivecorrelationwith the energy
variable.
11. The amountofforeignreservesas a percentageof the GDP is an alternativemeasureofforeigndebt
foundby Rubinson (1976) to be a strongerpredictorof variationsin income inequality.Due to
data fortheThird World,however,use of thisindicatorwould have severelyreducedthe
insufficient
numberofcasesavailableforanalysis.
12. Each ofthe 10 dependentvariableswas also regressedon thedependencyindicators,omittingenergy
consumption.The resultswere substantially similarto thosepresentedin Tables 3 and 4, although
investment dependenceemergedas a strongerpredictorof femaleparticipationrates.However,the
proportion ofthevarianceexplained(in no equationexceeding0.08) was extremely low.
13. The Muslimregionalvariablewas createdbecause of its well-documented culturalproscriptions on
femalepublicparticipation (see Youssef,1978).Countriesare includedin theMuslimregionalcategory
iftheirpopulationsare morethan70 per centMuslim.
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