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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: etchmeister who wrote (1801)1/17/2007 4:26:50 PM
From: robert b furman   of 1929
 
Hi Etch,

Yup vsea is the leader and Acls keeps saying they're #1 and the best.

I get tickled watching the claims go back and forth.

One thing for sure Varian has the Cadillac earnings and balance sheet.

That being said I'm waiting for Acls to miss and buy them at book value.

Eaton gave them a good start and they have a good high end implanter - where the growth is.SEN also gets them dominance in Japan.

If purchased right they can be a double.IMO

Bob
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