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

To: Sherman Chen who wrote (1046)	10/24/2000 7:49:47 PM
From: ima_posta2	Respond to of 1929

Sherm, I suspect someone may be fibbing! Any guesses? Well for one, the very high level VSEA manager, Susan B. Felch has testified that she has LIED and in fact, Missy Felch has testified that she has LIED to her momma, the I presume to be, Mrs. Benjamin! So, Sherm, don't be surprised if there is another drop on Thursday! Good luck. Sherm, I'm really long.

To: Sherman Chen who wrote (1046)	10/24/2000 8:31:34 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 1929

At this point, the digestion we are seeing should give way to additional purchases in '01 and '02 as 50 and 35 fabs come online, respectively. My main concern with VSEA, although I believe it is already priced into the stock and then some, is that DRAM pricing will weaken. Capacity purchases by the DRAM guys were to be VSEA's strong point. If that is delayed, it could spell trouble for earnings. FWIW, pricing on the 64MB DRAM has been weakening, but this is "last generation" so to speak, so should not be used as a proxy, although all the analysts will. Another FWIW, I am looking forward to Thurs since I believe that VSEA is one of the strongest SCE cos out there and will deliver. Brian