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 (1637)	1/29/2004 9:24:43 PM
From: robert b furman	Read Replies (3) of 1929

Hi Brian, Exactly - that's the central point. Rightsized with 35-50 percent of the employee count and at a turning point of the cycle. Albeit post bubble - with record low inventories - expanding ASP's.Equipment makers are used to push outs, and pull-ins are being told : you'll need to wait for scheduled delivery dates beyond your preference. The ground rumbles and the worm has just begun to turn. Past earnings levels will be achieved by those good enough to gain market niche share/dominance. That will happen to just a few. It will occur to those that are good and those that were capitalized to carry on regardless. To the degree that the successful innovators achieve market share and overall revenue growth - the same great percentage gains will repeat. It is not different this time - investors will seek out winners and overbid them. Please lord let it be my portfolio! GG This is simply the beginning of the reversal - we'll still,by the way, need to be patient. It is only appropriate to thank you for your steadfast diligence of reporting the evolving news, as this cycle completes its 360 pendulum swing. Thanks Bob

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