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Politics : Formerly About Applied Materials

AMAT 252.25

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Nov 28 9:30 AM EST

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To: Roy F who wrote (25989)	11/5/1998 10:28:00 AM
From: Gottfried	Read Replies (2) of 70976

Roy/all, Pam Milunovich, a small cap fund manager, just said on CNBC small cap earnings estimates are being revised up, as opposed to large cap estimates, which are being revised down. A word to the wise. G.

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