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Politics : High Tolerance Plasticity
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To: William JH who wrote (817)3/2/2001 12:48:40 PM
From: Think4Yourself  Read Replies (1) of 23153
 
AMAT is an 800 pound gorilla in the semiconductor equipment industry with low debt and ample cash. It is also a tech fund favorite. If the funds start to deploy their cash it could easily go up even though the PE is too high.

You probably already knew all that. I do agree with you that it is a safe short as a small position.
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