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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST
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To: Jacob Snyder who wrote (42710)2/27/2001 3:43:44 PM
From: Berk  Read Replies (1) of 70976
 
Jacob, don't you run the risk of a potential future mistake by relying on AMAT's most recent performance as an indication of the potential for the next run up? In the past five to six years the large caps have dominated the Nasdaq but may now have begun to reverse that cycle for an undetermined number of years because of valuation excesses. Witness the performance of NVLS versus AMAT since the 1998 bottom as an example where NVLS isn't even in the top ten equipment companies worldwide but has performed almost fifty per cent better.
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