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To: MSPutnam who wrote (14226)10/3/1998 4:37:00 PM
From: Bill Harmond  Respond to of 27307
 
>>I take it that your response to my question is alternative (1).

I don't know what their reasoning is. I haven't read the report.

I have to think they are looking at the same information I am. Established dominance (to put it lightly) of the fastest-growing industry segment on the planet and rapidly-expanding operating margins. That spells core holding.