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

To: Proud_Infidel who wrote (1103)	10/27/2000 6:25:32 PM
From: BMcV	Read Replies (2) \| Respond to of 1929

>>BTW, using current eps estimates, VSEA's Q4 ALONE, is higher than the expected EPS for FY01 of JDSU. Kind of puts things into perspective.<< Yeah, that got my attention too. H&Q downgraded VSEA because they forecast only 30% revenue and 50% earnings growth, resulting in a forward PE of 6, but upgraded JDSU with a forward PE of 75-100! I was as sure as anything I've ever been in the market that we'd have a very positive response to that report. Guess it goes to show that short-term the market will always surprise.