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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (53662)10/3/2001 12:33:39 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
What would it take to move these from your "watch list" to your "buy list"? What other key metrics do you examine to define "cheap"?



To: Cary Salsberg who wrote (53662)10/4/2001 1:10:58 AM
From: ELH1006  Read Replies (1) | Respond to of 70976
 
Cary, I don't understand your comment about VTSS having too much debt. At 6-30-01 VTSS had $808 million of cash and $925 million of net working capital. They do have $655 million of convertible debt but that shouldn't be a concern at this point in time. Looks rock solid to me during these gut wrenching times.

Eddie


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