Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: Bob D who wrote (38)	5/17/1999 9:38:00 AM
From: Duker	Read Replies (2) of 1929

Can't complain. There was an $11.6mm charge for restructuring and provisioning that is not very well explained in the release (pretax/after tax ??? all in the GM line? etc.). It will be interesting to hear what the tone of the call is. Single wafer adoption ... bookings ... visibility ... etc. The quarter looked sloppy, but sequentially less crappy? I'll post my notes from the call as quickly as I can (starts at 10:30 am). --Duker

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