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Politics : Formerly About Applied Materials
AMAT 281.58-3.6%Jan 8 3:59 PM EST
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To: willcousa who wrote (54005)10/9/2001 6:12:21 PM
From: Will Lyons   of 70976
 
Some of the micros also went overboard on the upside last year

I doubt if the madness will repeat in the same way

Perhaps the micros will go to fifteen times earnings before the giants go to fifteen times sales
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