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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: spiny norman who wrote (11)4/22/1999 8:58:00 AM
From: Duker  Read Replies (2) of 1929
 
Spiny,

First, I agree with your assessment on the persistent sellers. I welcome them. This is a fine company and a great stock at these levels.

Second, I think the market share split is something like 40% ETN, 30% VSEA, and 10% AMAT (others: 20%). I would think that AMAT would be interested in augmenting their effort in this area. Who knows.

Third, I am not sure how to add the quote at the bottom. Please advise.

--Duker

P.S., Nice to see CFMT back up above the water line of the toilet ... just a few more inches and they will be able to reach the rim!<g>
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