Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Duker who wrote (10)	4/17/1999 11:31:00 AM
From: spiny norman	Read Replies (1) of 1929

Hey Duke, Some still lurk here. My acting scenario is that VSEA have some small but persistent selling pressure as those who were in the original Varian and can't figure out/stomach projected losses/find that VSEA doesn't meet their market cap requirements/etc. etc. bail. I imagine this lethargic price action could last a month or two longer. If you have time to offer an opinion, do you believe that these tools are a good acquisition for a broad supplier such as AMAT or a number of AMAT wannabes? Correct me if I'm wrong, but the niche is pretty much these guys and Eaton. regards spiny PS - if you can add the quote @ the bottom it would be cool.

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