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

To: Proud_Infidel who wrote (563)	3/15/2000 9:48:00 AM
From: Duker	Read Replies (1) \| Respond to of 1929

BK, I agree with you on the total market opportunity -- it will probably be larger in 3 or 5 years than most are predicting. I am just amazed that the universal love of this stock never ends. Those numbers should scare someone paying 100+ times for a $450bn company. Moreover, the CFO goes on to say that their acquisition pace is going to accelerate, even though they said during the last call that they are buying companies before they would like to. They talk about margin compression due to the acquisition strategy and no one blinks. Weird. --Duker