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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: robert b furman who wrote (1856)10/12/2007 9:02:28 AM
From: Berk  Read Replies (2) of 1929
 
Bob, I think that we are at a crucial point here. From a technical perspective the stock is at a medium term up trend that stretches back to February (with the next one about 5 points lower should this be broken). From a fundamental view the market either believes Newberry from LRCX that we are at an "inflection point" or it doesn't. Today, but more likely Monday, should tell the tale.

Btw I'm long so if I have a bias it's in that direction but by no means does it mean I'm right
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