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To: patron_anejo_por_favor who wrote (183019)7/25/2002 1:40:11 AM
From: B.REVERE  Respond to of 436258
 
Implied AMAT and Intc to a lesser degree. Compared rev and
p/e's from '96 and today, and when looking at the prospective environments between then and now for semi's,
sees a big disconnect.