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

To: Proud_Infidel who wrote (887)	9/27/2000 10:30:07 AM
From: Proud_Infidel	Read Replies (3) \| Respond to of 1929

Mr. Aurelio and Susan Felch are good people.....even RS says so!!!!

To: Proud_Infidel who wrote (887)	9/27/2000 10:31:04 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

Varian Semiconductor Equipment Associates (NASDAQ: VSEA $34.00) Strong Buy Sue Billat, Semiconductor Equipment/Foundries “We believe VSEA shares have pulled back, in large measure, due to the weakness in DRAM spot prices,” said Billat. “In an ongoing efforts to reduce costs and increase productivity, we believe DRAM manufacturers are accelerating their spending on capacity additions for next year. Given that many of Varian’s equipment have a six to nine month lead time, spot market prices have little bearing on near-term business outlook. Varian, which has historically had a high level of exposure to the DRAM industry, should benefit with the increased spending activity from the memory sector in the coming quarters, in our view. Moreover, the use of single wafer processing will, we believe, increase significantly with the transition to 0.13 micron technology node and the conversion to the larger 300 mm wafer size. As a leader in single wafer implanter tools, we believe Varian is well positioned to capitalize on the above trend. We reiterate our Strong Buy rating.”

To: Proud_Infidel who wrote (887)	9/27/2000 11:01:57 AM
From: ima_posta2	Respond to of 1929

Sounds like Aurelio & Felch are having a baby! Now while that is a sickening thought, I seriously doubt any investor is happy with the events at VSEA! Brian, does $34.00 make you happy?