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

To: Proud_Infidel who wrote (1544)	7/23/2002 5:26:10 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 1929

On CC Q&A: No cancellations, but more uncertainty among customers more to follow if warranted....

To: Proud_Infidel who wrote (1544)	7/24/2002 8:33:35 AM
From: robert b furman	Read Replies (4) \| Respond to of 1929

Hi Brian, Seems like the flowery posts issued prior to this miss contradict eachother. Ought to be good for a haircut. Always better to lowball and beat. Intel just learned that lesson. If the second half of 02 is going to pick up - it better get going. Nvlsd and now Vsea are talking down Q3 !?! Bob Q 4 should be good with tax writeoff. A 30 % depreciation in the 40 % tax bracket is a 12 % after tax discount off the purchase price of any capital good. Should bring forward some purchases.