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To: Philip W. Dunton, Jr who wrote (2328)12/23/1999 9:40:00 PM
From: Ian@SI  Respond to of 3661
 
Phil,

SFAM: I stopped following it after AMAT and NVLS/LRCX decided they would eat SFAM's lunch.

SVGI: It's probably the only Semi Equipment stock with a reasonable amount of revenues still selling for about book value.

Ian.