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To: Return to Sender who wrote (5814)6/4/2003 3:20:17 PM
From: ALTERN8  Read Replies (1) | Respond to of 13403
 
OT "any excuse will be a good excuse to let some air out of this latest rush higher by the bulls."

although any weakness lately has been a buying opportunity. The trend is up and even bad news isn't real hurtful lately so mediocre news is good news these days.



To: Return to Sender who wrote (5814)6/4/2003 3:36:54 PM
From: Sam Citron  Read Replies (2) | Respond to of 13403
 
OT RtS,

Are you saying that if INTC guides toward $3.7B capex (mid-range) then you would expect AMAT to return to the $14 level which was it's average in January?

Sam


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