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

To: robert b furman who wrote (1739)	11/9/2005 2:15:36 PM
From: etchmeister	Respond to of 1929

He,he Varian put missile lock on the competition they clearly hinted that Samsung was about to come back in 06; and than a week later or so the financial community discovered Samsung is coming back. Besides when Elpida buys 11 or 12 without extensive upfront evaluation and the deal works out one should assume they know what they are doing Don't do much but couldn't resist taking a shot at this one at 37 1/2 This Yahoo blurb confirms one of my notes from Varian CC; the increasing number of implantation steps at 65 and 45 nm should be a strong driver for growth; Positive UBS note: by: killervex2000 11/09/05 01:00 pm Msg: 10528 of 10528 The following news story was published on VSEA: 10:07 EDT Varian Semiconductor Equip-VSEA positioned to take share@UBSW - The firm believes that VSEA will benefit from displacing AMAT in the ion implanter part of the Capex spending from INTC as it plans for the building of its 45nm fab next year. The (The Fly On The Wall via Comtex on 2005-11-09 10:07:29)