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Technology Stocks : Stock Swap

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To: Andrew Vance who wrote (9592)11/16/1997 2:47:00 PM
From: Proud_Infidel   of 17305
 
AV,
I am looking to add some equips at these prices. Specifically, looking to add a pure play CMP. Which do you prefer, IPEC or SFAM? Do you think either or both of these will have their lunches eaten by AMAT? TIA for any insight

Regards,

Brian
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