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Of course Apple is a really big company, and having disappointed a little bit on the sales side of things, does tend to reverberate around the world in technology stocks ... but we would consider that to be just normal volatility, the Greek resolution is now largely priced into European markets, so going forward we're more focused on the European fundamentals ... which we think are very favourable, so we continue to hold European equity overweight in the back of that view.

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