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 (1864)	10/26/2007 10:14:58 PM
From: robert b furman	Read Replies (1) of 1929

Hi Dick, Vsea just has respect as a market share gainer. I don't buy this sub prime crap. Don't get me wrong there's plenty of losses to happen. I just don't think it will impact chip or chip equipment companies, Since the equity decline of 01 everybodies uncle has been flipping tax free the next lot/house. The flippers have been squeezed and many were forced to pay inflated prices just to buy a home. It will be a decade before prices resume - sound familiar? Vsea has killed Acls. Acls and Intt are trading at book value. That's a sign of wonderful bottom action. Aapl Rimm,Intc,Msft are all booming from global enduser demand. I remember enduser demand being written off as forever gone, in 2001 - just like the housing supply will never get absorbed. Merril is writing off like Csco did - look who's got it better than ever? Innovations like VM ware IPO's. The worm is turning my windy city friend. We can be patient and don't ever look down on a stock that get's institutional support at the 200,when others have broken down. Those that resist a general market selloff - are the next huge leaders. Keep in mind the widget makers are breaking out and leading.Some selective chip makers are winning and SCE will get their day in the sun in 08. Natural lags within the food chain - but enduser demand is driving it all. This market will collapse when rates go up,not down. The only thing that has happened is the fed has popped the realestate inflation cycle - EXACTLY WHAT INTENDED TO DO. Now it is time for a rotation. It has been a long wait!! I'm ready. Bob I think Vsea is best of class. Just wished I knew that in 01 <smile>,

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