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To: Roads End who wrote (83917)3/22/2001 10:06:25 AM
From: Earlie  Read Replies (1) | Respond to of 436258
 
R:

Normally, the run-up in AMAT, NVLS, MU type stocks would be irksome, but given the imploding fundamentals (see AMAT CFO's comments from yesterday for an example), and given "first third only" positioning, the snow shovel has been taken up again. (g)

Best, Earlie