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Politics : Formerly About Applied Materials
AMAT 269.55+0.3%3:59 PM EST
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To: Panita who wrote (23899)9/7/1998 12:07:00 AM
From: Ian@SI  Read Replies (1) of 70976
 
P,

I suspect that AMAT would prefer to use its cash to buy beaten up complementary equipment makers rather than buy back its own shares. On a relative basis there are many much better values to be had.

Ian.
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