Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: etchmeister who wrote (1708)	6/2/2005 8:09:26 AM
From: Proud_Infidel	Read Replies (1) of 1929

Thanks anyway Lehman, but I'll stick with VSEA: RESEARCH ALERT-Lehman says swap from Varian into Axcelis Thu Jun 2, 2005 07:34 AM ET NEW YORK, June 2 (Reuters) - Lehman Brothers on Thursday raised its rating on Axcelis Technologies Inc. (ACLS.O: Quote, Profile, Research) to "over weight" from "equal weight" and at the same time cut its rating on rival Varian Semiconductor Equipment Associates Inc. (VSEA.O: Quote, Profile, Research) to "equal weight" from "over weight." The broker suggested now is a good time to swap out of Varian and into Axcelis given a "compelling valuation differential" between the two semiconductor equipment companies, plus expectations for continued spending from Japan that favors Axcelis, and other factors. Varian shares closed Wednesday at $41.25, while Axcelis closed at $6.82, both on Nasdaq.

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