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

To: Sun Tzu who wrote (1448)	9/19/2001 2:54:13 PM
From: Proud_Infidel	Respond to of 1929

The PSR for the industry is higher than it has been in the past; that is what worries me. AMAT's PSR of 3.5 is far from its trough in '96 of 1. VSEA is looks cheap on a PSR basis of about 1.5 but we have nothing to compare it with since they are a recently spun-off company. I believe VSEA would have been the first to benefit from any capacity expansion- that is now out the window. Overall, the industry is really not a despair valuations of the past. But this higher valuation was predicated upon an assumption that this sector would be the first to come back. Not a bad assumption; it just may need to be pushed out a little farther. One thing of beauty in a week of despair....a vix spike quote.yahoo.com^VIX&d=d Regards, Brian

To: Sun Tzu who wrote (1448)	9/24/2001 9:14:59 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 1929

Varian Semiconductor Announces Purchase of VIISta Implanter by ANAM Semiconductor GLOUCESTER, Mass.--(BUSINESS WIRE)--Sept. 24, 2001--Varian Semiconductor Equipment Associates, Inc. (NASDAQ: VSEA - news), the leading supplier of ion implantation systems, today announced the purchase of a VIISta 80 single wafer high current implanter by ANAM Semiconductor, a leading Korean integrated circuit manufacturer. The VIISta 80 implanter will be used primarily for high current applications, but it also has the unique capability to perform medium current processes resulting in a 30 percent throughput advantage for ANAM Semiconductor. Jeong Lee, vice president of fab operations at ANAM Semiconductor, commented on his company's move to single wafer processing, ``We implemented a production strategy based on high equipment reliability and flexibility to cover high current processes and medium current processes as a back-up, to meet our customers' needs. The Varian Semiconductor VIISta 80 high current ion implanter provides us with the higher throughput we need, excellent compatibility, and excellent production reliability.'' Ernest Godshalk, president and chief operating officer of Varian Semiconductor, explained that ANAM Semiconductor has measured the throughput of the VIISta 80 high current tool and found it to be significantly higher than the throughput of competitive systems. The VIISta 80 achieved throughput of close to 300 wafers per hour in operation at mechanical limit. ``We are delighted that ANAM Semiconductor has selected Varian Semiconductor's VIISta platform for its high current implant needs,'' Godshalk said. ``Increasing numbers of advanced fabs, most recently, ANAM Semiconductor, are recognizing the production advantages of single wafer processing and the flexibility of the VIISta platform.'' The VIISta platform of implanters lowers customers' capital and operating costs because of the advantage of its common platform for single wafer technology, which increases scheduling flexibility and reduces maintenance and training expenses. ``The VIISta family of implanters provides the performance attributes necessary for next generation integrated circuits,'' Godshalk said. ``The highly parallel beam on the VIISta platform, combined with total incident angle control, enables the manufacture of integrated circuits having optimal threshold voltage control and the angular placement accuracy required for halo and pocket implants.'' The VIISta platform of parallel beam, single wafer implanters covers the entire range of ion implantation requirements, from 200eV through 3.75 MeV. The benefits derived from the parallel beam systems center around the precise placement of dopants in the device structures. Each implanter in the platform offers specific advantages in terms of integrated circuit performance. For high current, the VIISta 80 presents an opportunity to improve junction abruptness control and increase the drive current and processing speed. For medium current, the VIISta 810 provides exceptional control of the Vt and halo implants, improving the consistency of operating characteristics and yield across the wafer. For high energy, the VIISta 3000 provides additional accuracy in the placement of dopant species to enhance well-to-well isolation characteristics, reducing the size of the transistors and increasing the number of integrated circuits on the wafer. The VIISta 10 P2LAD ultra low energy ion implanter combines pulsed-plasma doping with the VIISta platform functionality to overcome the significant technical challenges posed by the requirements of low energy doping for ultra shallow junctions. About Varian Semiconductor Varian Semiconductor Equipment Associates is the leading producer of ion implantation equipment used in the manufacture of semiconductors. The company is headquartered in Gloucester, Massachusetts, and operates worldwide. Varian Semiconductor maintains a web site at www.vsea.com. The information contained in our web site is not incorporated by reference into this release, and our web site address is included in this release as an inactive textual reference only. Note: This press release contains forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. For this purpose, the statements concerning company's operating outlook, market share and technology leadership, technological capabilities and benefits are forward-looking statements and any statements using the terms ``believes,'' ``anticipates,'' ``expects,'' ``plans,'' or similar expressions are forward-looking statements. There are a number of important risks and factors that could cause actual events to differ materially from those suggested or indicated by such forward-looking statements. These include, among others, volatility in the semiconductor equipment industry; economic conditions in general and as they affect the company's customers; significant fluctuations in the company's quarterly operating results; the impact of rapid technological change; the company's dependence on the development and introduction of new products; the company's concentration on ion implantation systems and related products; concentration in the company's customer base and lengthy sales cycles; the highly competitive market in which the company competes; risks of international sales; foreign currency risks; and general economic conditions; and other factors identified in the company's Annual Report on Form 10-K, and the most recent Quarterly Reports on Form 10-Q filed with the Securities and Exchange Commission. The company cannot guarantee any future results, levels of activity, performance or achievement. The company undertakes no obligation to update any of the forward-looking statements after the date of this press release.

To: Sun Tzu who wrote (1448)	9/25/2001 3:16:15 PM
From: dantecristo	Respond to of 1929

Company bathroom videotaping will never be the same after the Varian SLAPP against Internet free speech trial which is now less than 27 days away! Public announcement of the SLAPP trial: biz.yahoo.com For the latest news - call the SLAPP hot line! geocities.com

To: Sun Tzu who wrote (1448)	10/11/2001 1:13:01 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

Varian Semiconductor Equipment Associates Announces Live Public Webcast of Upcoming Conference Call GLOUCESTER, Mass.--(BUSINESS WIRE)--Oct. 10, 2001--Varian Semiconductor Equipment Associates, Inc. (NASDAQ: VSEA - news), today announced that the company plans to report its fiscal 2001 fourth quarter and year-end results after the market closes on Thursday, October 25. A conference call to review the quarterly and year-end results is scheduled to follow at 5 p.m. eastern time that day. The conference webcast will be publicly available on Varian Semiconductor's website at www.vsea.com. In addition to the live webcast, replays will be available to the public on Varian Semiconductor's website for two weeks. About Varian Semiconductor Varian Semiconductor Equipment Associates is the leading producer of ion implantation equipment used in the manufacture of semiconductors. The company is headquartered in Gloucester, Massachusetts, and operates worldwide offices. Varian Semiconductor maintains a web site at www.vsea.com.

To: Sun Tzu who wrote (1448)	10/15/2001 10:04:42 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

Mon Oct 15 VSEA Varian Semi downgraded by Lehman Brothers - Briefing.com

To: Sun Tzu who wrote (1448)	10/18/2001 7:21:01 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

Varian Semiconductor Equipment Associates Extends Cost Cutting Programs to Address Business Conditions GLOUCESTER, Mass.--(BUSINESS WIRE)--Oct. 18, 2001--Varian Semiconductor Equipment Associates, Inc. (NASDAQ: VSEA - news), today announced that the company is extending its cost reduction programs, implemented during the last nine months, in its continuing response to increasingly difficult business conditions for the industry. Among the most significant actions taken this week was the reduction of the worldwide work force by approximately 12 percent, bringing total global employment to just over 1,500 people. Additional company wide actions include ongoing expense reductions in all categories to better match the company's operations to the severity of the downturn in demand. ``Varian Semiconductor's business is sound, our cash position and balance sheet are strong, and our clearly differentiated product offering has resulted in increased market share,'' said Richard A. Aurelio, chairman and chief executive officer. ``However, we cannot escape deteriorating global demand affecting our entire industry and the current uncertainty about the timing of a recovery. Therefore, we believe that a cautious and conservative operational stance is best.'' ``We have talented employees in all parts of the world - among the best in the industry,'' Aurelio continued. ``The cyclical nature of our industry requires us to make these staffing reductions to weather a difficult downturn. I applaud the continuing efforts and dedication of all members of our team in facing challenging times together.'' About Varian Semiconductor Varian Semiconductor Equipment Associates is the leading producer of ion implantation equipment used in the manufacture of semiconductors. The company is headquartered in Gloucester, Massachusetts, and operates worldwide offices. Varian Semiconductor maintains a web site at www.vsea.com. Note: This press release contains forward-looking statements for purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995. For this purpose, the statements concerning company's operating outlook, market share and technology leadership, technological capabilities and benefits are forward-looking statements and any statements using the terms ``believes,'' ``anticipates,'' ``expects,'' ``plans,'' or similar expressions are forward-looking statements. There are a number of important risks and factors that could cause actual events to differ materially from those suggested or indicated by such forward-looking statements. These include, among others, volatility in the semiconductor equipment industry; economic conditions in general and as they affect the company's customers; significant fluctuations in the company's quarterly operating results; the impact of rapid technological change; the company's dependence on the development and introduction of new products; the company's concentration on ion implantation systems and related products; concentration in the company's customer base and lengthy sales cycles; the highly competitive market in which the company competes; risks of international sales; foreign currency risks; and general economic conditions; and other factors identified in the company's Annual Report on Form 10-K, and the most recent Quarterly Reports on Form 10-Q filed with the Securities and Exchange Commission. The company cannot guarantee any future results, levels of activity, performance or achievement. The company undertakes no obligation to update any of the forward-looking statements after the date of this press release.

To: Sun Tzu who wrote (1448)	10/25/2001 4:27:49 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

4:30 and still no earnings release: corporate-ir.net

To: Sun Tzu who wrote (1448)	11/22/2001 8:16:10 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

TSMC said to be sold out of 0.15-, 0.13-micron capacity File this one under "my foundry is doing better than your's." In the current IC downturn, some silicon foundries are faring better than others for sure--especially Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC). Hsinchu-based TSMC, the world's largest silicon foundry, is reportedly sold out of 0.18-micron capacity (see Nov. 2 story). Now, sources believe that TSMC is also sold out of its leading-edge 0.15- and 0.13-micron process technologies as well. The foundry giant is still struggling to find customers for its older 0.25-micron and above technologies. But still, TSMC appears to be doing much better than most of its foundry rivals in today's terrible market conditions.--M.L.