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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: etchmeister who wrote (1708)8/16/2005 8:10:41 AM
From: Proud_Infidel  Read Replies (1) of 1929
 
To: Brian who wrote (24793) 8/16/2005 7:51:30 AM
From: sixty2nds of 24802

07:12 VSEA Varian Semi upgraded to Positive at Susquehanna (43.98 )

Susquehanna upgrades VSEA to Positive from Neutral based on the co's dominating market share performance and technology lead in single wafer high current ion implant. While they say product cycle catalysts are rare in the equipment sector, they believe that VSEA's significant lead in single wafer high current implant, combined with stable performance in other implant segments and a superior operating model, will lead to substantial outperformance relative to competitors in 2006. Firm raises their CY06 ests.
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