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Re: Drexion2004 post# 31861

Thursday, 03/04/2010 6:55:09 AM

Thursday, March 04, 2010 6:55:09 AM

Post# of 94785
CCLTF - that was good powerpoint... would you say that their competitive advantage is the brand and perhaps some patents (their thin cermaics make only a couple of % of revenues).

Obviously, I like it more now it's gone up 20%! But that's me all over.. (no position smile )

rich
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