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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (7490)	12/13/2000 11:50:32 AM
From: avanti77	Read Replies (1) of 13572

the bottom two weeks ago will be seen as the the bottom Not short, and not convinced we put in a bottom. Don't know if you've been paying attention to what's going on in Japan - but their recovery appears to be a non-event. We won't be bailing them out this time. That call on AMAT yesterday, after the analyst had returned from an Asian trip was pretty telling. Cutting the price target from $70 to $35. Semiconductor cycle still fuels the rest of the tech stocks - so where's the upside? Tech leader valuations playing the same foolish game that got us into this mess. JMO - but definitely not a buyer yet.

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