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 (1868)	10/27/2007 10:10:29 AM
From: robert b furman	of 1929

Hi Dick, Most of the SCE charts are all ugly. Just as enduser demand is really robust,there seems to be pushouts of capacity. Perhaps the semi's are sick of pricing cuts and want some pricing power. A lack of Capex and deferring the next technology step will boost prices as demand oustrips production. So far Intel and Sandisk have indicated alocation shortages possible this Q4. Much reminds me of 97-98.The market peaked in September of 97 and didn't reverse until October of 08. If that replays we'll see a very good market in next July /August in the SCE field. Then again maybe a rate cut will boost this negative subprime crud I'm tired of hearing about. Then again it is nice to see housiing,mortgage originators and some Financials give tech a look outside of the dog house.<Smile> Bob P.S. I'm in awe of Henry's capabilities.

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