Michael Holland Varian Semiconductor Equipment Assoc. Inc VSEA-Q TOP PICK May 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

Owned

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$33.650

Stock price when the opinion was issued

electrical electronic

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Michael Holland Varian Semiconductor Equipment Assoc. Inc VSEA-Q TOP PICK May 07, 2004

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