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Strategies & Market Trends : Value Investing
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To: TwoBear who wrote (6658)4/9/1999 5:16:00 PM
From: Michael Burry  Read Replies (2) of 78594
 
Great post TwoBear. Being in the medical field myself, so close to Varian, and having my mom worked at Varian for quite a while, I've been watching it and thinking, too. My biggest fear is that it is capital equipment prone to cyclicality. But on reflection (after your post -before, I hadn't thought too deeply on it) I can see the demographics actually favor VAR. I'll keep looking.

I like this part best:
Another benefit is the that these machines have to be serviced often. Guess
who provide the service. Yep, Varian.

Thanks,
Mike
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