Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: robert b furman who wrote (1713)	6/2/2005 11:13:02 AM
From: Proud_Infidel	of 1929

Re: varian is a good company and valuations show in it. VSEA is the leader in the field and deserves a premium. Right now, with a PSR of around 2.5X, it is not receiving that. The Operating Margin for VSEA is about twice that of ACLS, its market share is much greater, is d/e is substantially better.....there is a reason VSEA is more expensive then ACLS. Either the analyst is being disingenuous or he is ignoring these facts.

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