Michael HollandVarian Semiconductor Equipment Assoc. IncVSEATOP PICKMay 07, 2004

A lot of the semiconductor stocks have trailed. The economic news for semiconductors is spectacular. Demand is going way up. Discount to the overall market. Great balance sheet.

Michael Holland

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$33.65

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electricalelectronic

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Michael HollandVarian Semiconductor Equipment Assoc. IncVSEATOP PICKMay 07, 2004

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