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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: Proud_Infidel who wrote (1537)7/16/2002 9:02:30 AM
From: robert b furman  Read Replies (2) of 1929
 
Hi Brian,

Thanks - good to be back.Although away from the TV,phone and paper is nice.

These are times of value - I try to get as conservtive as possible and maximize my buying at times like this - I'm ok with a lot of conservative companies that make money and have growing demand in their products.

I've been buying some KVHI - belive their defense business is about to explode.little pun there - JDAM and DSP product offer huge growth potential.

I'm thinking this earnings will be the component that reverses the pendulum.It was as far as Cohu is concerned - back in October 1998. Cohu reminds me of VSEA in that they dominate a small niche in the semi equipment sector.

With earnings in the black and a growing backlog - stock price will firm and value purchases will be no longer available.

These are good times - and getting better.

Good to hear from you.

Bob
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