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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Sherman Chen who wrote (108)8/14/1999 12:02:00 PM
From: Duker  Read Replies (1) of 1929
 
Re: The Meeting

It was great. I am think of averaging up from $10 (typically, just shy of blasphemy for me). The positioning, the manufacturing activity, the level of manufacturing refinement, the VIIsta ... incredible. Especially the last one. Huge.

More on the meeting later.

--Duker
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