Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Berk who wrote (1842)	10/3/2007 11:52:55 AM
From: robert b furman	Read Replies (1) of 1929

Hi Dick, Good to hear from you. I have lamented not buying thid jewel back when everything was taboo. Brian kept telling me about it and I went after Acls. Acls gave me a profit while Vsea gave brian a multiple. This is one of the leaders within SCE and they have really created excellent stockholder wealth. Buying this as it hits its 50 and sometimes 74 sma has been a solid play in the past. No doubt as memeory chip makers turn to the economies of scle with 300mm single wafer processing is a given. I also believe 2008 will give us logic expansion as well and we will be in a sweet spot vs the many soft we've endured over the last 6 years. Iv' bout in thirds today: 1/3 @ 51.55 1/3 @ 51.05 1/2 @ 50.63 I have another GTC @ 50.36. Earnings on the 25th and I'm betting we'll be back at 57-58 by then. This is a great stock to trade,and that is all it is to me. My buy and accumulate days are over for this high flyer. I'm hopeful it will help pay some margin expense. Chip slowly making there way back this A.M. Best of trades Dick Bob

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