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Technology Stocks : Watkins-Johnson

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To: Doug Skrypek who wrote (50)10/2/1997 8:51:00 AM
From: Dave Grady   of 75
 
I believe it would be in the best interests of WJ shareholders to sell the Semiconductor Equipment business to a larger semiconductor equipment company (Lam for example), by doing a tax-free stock exchange. (For example, WJ shareholders get X fraction of a Lam share for each WJ). Then WJ whould become a pure communications equipment company.

But, I would not want to see this happen for a year or more. The equipment business is in a longterm upward trend that is not reflected in WJ stock yet.

Just some thoughts.
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