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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (6669)	4/10/1999 4:19:00 AM
From: Michael Burry	Respond to of 78595

This gets more subtle, but the type of machines made by Varian don't have very quick technology cycles, and Varian is fairly dominant enough,with enough capital expense/barrier to entry, to control that to an extent. As the population ages, there will be more demand for these machines. What would cause a slump in demand? I would think it would be rather steady slow growth, with a long life to each product cycle. Maybe like the steadiness IBM exhibited in its mainframe heyday, except slower growth. Mike