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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA -- Ignore unavailable to you. Want to Upgrade?

To: Bob D who wrote (79)	7/23/1999 2:31:00 PM
From: Sherman Chen	Read Replies (1) \| Respond to of 1929

My notes from the cc: Semiconductor industry continuing to rebound, recent orders have been "expedited" deliveries (with appropriate pricing) Gross margins 34.7% and improving Newest technology products will be in demand $89 million cash, no debt Book-to-Bill way above industry average Taiwan and European sales especially strong, Japan and Korea showing signs of life 40% market share (and growing) in the high energy line they recently acquired 66% market share in medium current Still look to break even in Dec. 99 quarter, one analyst implied that the numbers indicate that they will break even sooner, but the company would not say that officially There will be an analyst meeting and tour of the facilities on Aug. 13