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Technology Stocks : Varian Associates (VAR)

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To: THOMAS WHARFF who wrote (15)8/24/1998 6:28:00 AM
From: Duker   of 203
 
Thomas et. al.,

I am really excited about this move.

Let us hope that the moronic PM's who quickly glance at the near-term prospects of the Ion Implant business make precisely the wrong (albeit, very predictable) decision and punch out the SemiCap "stub" (SSS -- Stinky, Stub Scenario).

I enjoy buying used bathwater.

I am also happy for the employees north of Beantown. Finally, they will be more accurately/adequately rewarded for their efforts when the cycle turns. It will be interesting to see the compensation plans post-split.

In the short-run, my sloth has caused me to "miss-out" on the move in VAR stock. Hopefully, the SSS will more than make up for the "early innings past-ball."

Time to do some work.

Related: What do you think that this news does to management's thought processes over at ETN?

--Duker

Sorry for any spelling mistakes.
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