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Politics : Formerly About Applied Materials
AMAT 327.01+2.5%Jan 16 9:30 AM EST
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To: Cary Salsberg who wrote (60729)2/19/2002 9:22:21 PM
From: ItsAllCyclical  Read Replies (2) of 70976
 
>> Maybe, they are starting to realize that true quality is very scarce and they are not so worried about an entry price during a down cycle. <<

Sounds like some of the pitches I heard explaining valuations back when the Nasdaq was above 3000.

In the end valuation always matters. 6 of the last 8 recessions had double dips. Not to mention that billings are still declining. Simply looking at the ratio of the B2B # is worthless imho while billings are still declining.
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