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

To: Proud_Infidel who wrote (1056)	10/26/2000 4:26:45 PM
From: Lone Star	Read Replies (1) \| Respond to of 1929

Brian, congrats, I wandered over here by mistake, only to find you under duress by some of the most juvenile posts imaginable, at least on SI. Hope you make mucho dinero.

To: Proud_Infidel who wrote (1056)	10/26/2000 4:48:55 PM
From: Sherman Chen	Read Replies (1) \| Respond to of 1929

If you take out the one-time gain of 32 cents, we still have $1.06 which is damn good.

To: Proud_Infidel who wrote (1056)	10/26/2000 4:54:58 PM
From: dantecristo	Respond to of 1929

VSEA stays above $20!!!!!!!!!!! Woweee!!!!!!!!!!!! Isn't that sad and such a loooooooooong way from the $69.50 that your Dick dumped at? Tee hee!

To: Proud_Infidel who wrote (1056)	10/26/2000 4:57:25 PM
From: Sidney Street	Read Replies (1) \| Respond to of 1929

They have just looked at the consensus estimate for FY 01 earnings of $4.00 or so, and said "Yeah, we can do that". The market completely ignores the fact that the Broadband and Wireless buildouts are just infrastructure to promote the consumption of silicon at rates never before imagined. Did you see the projection for DSP consumption in this week's Barron's article on Texas Instruments? Silly big numbers. And we don't yet have a clue about entirely new devices that will be developed to take advantage of all this connectivity. But they will all eat chips of one flavor or another.