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Technology Stocks : Applied Micro Circuits Corp (AMCC)
AMCC 8.4500.0%Feb 3 4:00 PM EST

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To: Raymond Duray who wrote (1019)12/3/2000 8:18:56 AM
From: Trader Dave   of 1805
 
I guess the merchant cycle doesn't matter or the shift in mix of total capex.

No need for us to debate, your views are crystal clear. we'll see by March.

TD
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