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Politics : Formerly About Applied Materials
AMAT 307.20+2.0%3:59 PM EST

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To: Gottfried who wrote (22247)7/29/1998 11:16:00 AM
From: Moe  Read Replies (1) of 70976
 
If the report is accurate, and spending explodes in the year 2000, the stock prices will have adjusted by then. So, maybe this is a good time to be in these stocks. I don't think there is much downside risk because the sector has been in its own bear market.
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