SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Proud_Infidel who wrote (563)3/15/2000 9:48:00 AM
From: Duker  Read Replies (1) of 1929
 
BK,

I agree with you on the total market opportunity -- it will probably be larger in 3 or 5 years than most are predicting. I am just amazed that the universal love of this stock never ends. Those numbers should scare someone paying 100+ times for a $450bn company. Moreover, the CFO goes on to say that their acquisition pace is going to accelerate, even though they said during the last call that they are buying companies before they would like to. They talk about margin compression due to the acquisition strategy and no one blinks.

Weird.

--Duker
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News