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To: lh56 who wrote (26579)1/3/2002 1:03:56 PM
From: Bocor  Read Replies (2) | Respond to of 209892
 
>>if intc and ibm are relatively sanguine on earnings>>

I expect that they will be, but does "sanguine" correlate with the current valuations? Anticipating the best of all possible worlds didn't work in '99 and it is unlikely to work now, unless of course things are indeed "different" this time (vbg)