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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (23029)	4/28/2005 10:36:08 PM
From: Return to Sender	Read Replies (2) of 95738

VSEA, on the other hand both beat and raised estimates. 04/28/2005 04:55:28 PM StreetInsider Alert for VSEA Apr 28, 2005 (streetinsider.com via COMTEX) --Varian Semiconductor Equipment Associates Inc (Nasdaq: VSEA) reported Q2 EPS of $0.30, 2 cents better than estimates. Revenues came in at $139.1 million versus the consensus of $133.89 million. Sees Q3 EPS of $0.45-$0.53 verusus the consensus of $0.32. investing-news.com finance.yahoo.com And the stock rose over 6% on the news after hours. But lets face facts... Until the market put in all the historical hallmarks of a real market bottom institutional investors probably won't be backing our beliefs in this sectors long term growth prospects. They treat treat the stocks in this sector as a cyclical playground. And for now the kids are playing somewhere else. RtS

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