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<< What I would like to know is, will the money flow into stocks that have been beaten down during the last quarter? Stocks like CPQ, CD, WDC, and HWP have time to recover before the September window dressing season begins.>>

I would say yes. As my old friend Peter Lynch puts it, its easier to tell your mutual fund shareholders that I lost your money in IBM than in Larry, Curly and Moe's Express Pet Wash. In many people's minds companies like CPQ are the Big Blue's of today, even though IBM is huge in comarison to CPQ or Microsoft.

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