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Technology Stocks : Azenta
AZTA 30.20+1.0%Oct 31 9:30 AM EST

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To: robert b furman who wrote (1135)5/21/2024 12:13:37 PM
From: robert b furman  Read Replies (1) of 1138
 
Hi all,

Well HECK!

The most dynamic CEO/CFO combination have now both announced their retirement.

The big payday of selling off their semi equipment holdings have made them very wealthy.

The meteoric growth of life sciences was an unintended boost from the pandemic.

It appears growth will still be good, but not like it was during the pandemic.

I still like Azenta, but have no position.

No dividend keeps me out.

I'll keep azenta on my daily watch list, but it will take a general market sell off to entice me into buying.

This is a company with an enabling technology and it will be destructive to lower tech competition.

They'll slug it out over the long term and prosper.

I'll watch and wait for price to equal a cash per share value.

Gonna miss both of these great EXECS!

It will be fun to see the new guys grow the business.

BRKS was very good to me!

I think long term accumulation will take a long term period of time.

Bob
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