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Strategies & Market Trends : Dave Gore's Trades That Make Sense
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To: Frederick Langford who wrote (4299)3/25/2002 2:46:27 PM
From: Dave Gore  Read Replies (1) of 16631
 
Fred, I find that one hard to believe. I couldn't even bear to post it after reading AMAT's overvaluation information this morning. These stocks sure could go up further, but their not a good R/R for me right now anyway.

See early morning post: "Another example of irrational pricing is Applied Materials, which has a market cap of $41 billion even as global sales of semiconductor-making equipment amount to only $28 billion."
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