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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: BMcV who wrote (1256)1/10/2001 9:58:57 AM
From: Proud_Infidel  Read Replies (2) of 1929
 
Bruce,

I cannot find my notes from last Q although I can for the Q before that! In any event, I am surprised the market was taken offguard by this and we are seeing a selloff. I would have thought some pushouts were priced in.

CYMI also came out yesterday and revised 1H guidance BTW.

Regards,

Brian
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