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Zeev Hed

01/17/03 10:58 AM

#66006 RE: molly #65959

In edit and here took another quarter of CCMP out at $51 flat.

Molly, unless you address the question to me, I may not see it. No, MSFT cannot become a core issue until it has a PE of around 18 or so, namely closer to $40 (or $20 post split).

Zeev