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 (1712)	6/2/2005 11:06:12 AM
From: robert b furman	Read Replies (4) of 1929

HEY HEY HEY, Mo and I are proud owners of Acls - wanna bet which stocks does a higher percentage advance?GG Varian is a class company and I'm grateful you pointed it out to me years ago. That being said it does look like Acls has a neat product in that med energy implanters and low energy implanters can both be satisfied by one machine. They also seem to be taking share in dry strip. This is also a neat company that got dumped as an IPO right at the perfect worst time - semi in 01 - OUCH and then Eaton dumped their 80% at the bottom - devistated an otherwise very competant company. An interesting story that really doesn't negatively comment on varian - varian is a good company and valuations show in it.Acls is cheap and in a relative way a good stock. Brian - I'm surprised you don't have some of this too! JMHO Bob

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