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

To: Berk who wrote (1842)	10/3/2007 11:52:55 AM
From: robert b furman	Read Replies (1) \| Respond to of 1929

Hi Dick, Good to hear from you. I have lamented not buying thid jewel back when everything was taboo. Brian kept telling me about it and I went after Acls. Acls gave me a profit while Vsea gave brian a multiple. This is one of the leaders within SCE and they have really created excellent stockholder wealth. Buying this as it hits its 50 and sometimes 74 sma has been a solid play in the past. No doubt as memeory chip makers turn to the economies of scle with 300mm single wafer processing is a given. I also believe 2008 will give us logic expansion as well and we will be in a sweet spot vs the many soft we've endured over the last 6 years. Iv' bout in thirds today: 1/3 @ 51.55 1/3 @ 51.05 1/2 @ 50.63 I have another GTC @ 50.36. Earnings on the 25th and I'm betting we'll be back at 57-58 by then. This is a great stock to trade,and that is all it is to me. My buy and accumulate days are over for this high flyer. I'm hopeful it will help pay some margin expense. Chip slowly making there way back this A.M. Best of trades Dick Bob

To: Berk who wrote (1842)	10/3/2007 2:40:52 PM
From: etchmeister	Read Replies (2) \| Respond to of 1929

The beauty is, though, that it comes roaring back (Intel 45nm ramp! heck PC demand not falling off cliff and foundries beginning to ramp 65nm) Bob Halliday I think next year will be a really strong year for single-wafer and I think we'll do well. Nominally as you get to, I'll say nominally, advanced line, sometimes I say 45 but it's not really 45, it's just more advance line (inaudible). Customers really want single-wafer high energy tools to be able to do the shrink so they can eliminate the annual divergence from a batch tool. Secondly, they don't like the potential scrap risk when you're doing sort of 13 wafers a time rather than 1. Three, they can get more precise implants. Four, we have the cleanest tool in terms of particle count, which becomes more and more important even with a high energy tools. So then you say how do you know it isn't speculation, Bob? We're seeing all the advance customers start to spec them into the road maps. So we're pretty confident that this transition's coming and that we should benefit from it. seekingalpha.com