Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Proud_Infidel who wrote (1589)	1/26/2003 9:30:27 AM
From: robert b furman	Read Replies (6) of 1929

Hi Brian, This is the third time this week I've read about inventories being very low. Varian sold off some inventory that was written off - as in scraping the bottom of the barrel. Just this week Motorola -A laggard in the past indicated they had a record low inventory 6 1/2 week supply of chips. Can't recall the other. I think the momentum of inventory sell off is growing.This should put us well into a ramp up by Q2. I suspect we will see some rocky shaking going on next week and until Iraq is less questionable. Then a tax break and better business will progressively make it easier to sleep in 03. We may have a retest here but I'm not expecting a new bear market as many think will occur. One must always expect a final shakeout - most of which violate the previous lows for a 2-3 day time period and +/- 5%. Things are still under the horizon - but firming up nicely. Any future discount in SCE stock prices will be a great opportunity to get in just before the rise. JMHO Bob

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