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 (1857)	10/12/2007 9:54:22 AM
From: robert b furman	Read Replies (1) of 1929

Hi Dicl, Newberry has the best vantage point of anyone I know. Products are ready for leading edge expansion and taking market share - not too shabby. Varian in the same spot and Cohu is very much the same but one tier lower. Being prepared with the next leading edge is how you grow up into the next tier. Must also have more than a one pony act. Bob

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