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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: Sherman Chen who wrote (1068)10/26/2000 6:18:13 PM
From: Proud_Infidel  Read Replies (2) of 1929
 
I didn't get to the CC yet....later tonight for me.

Here is an interview with Sue Billat, my favorite semi analyst and one of the few who truly "gets it" IMHO

Oct 26, 2000 - 01:30 PM EDT

Robertson Stephens Analyst gives an in-depth review of the semiconductor equipment sector and reasons why this semi cycle is still very strong (AMAT) (CMOS) (MU) (NVLS) (RTEC)

radiowallstreet.com
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