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

To: Berk who wrote (1857)10/12/2007 9:54:22 AM
From: robert b furman  Read Replies (1) | Respond to of 1929
 
Hi Dicl,

Newberry has the best vantage point of anyone I know.

Products are ready for leading edge expansion and taking market share - not too shabby.

Varian in the same spot and Cohu is very much the same but one tier lower.

Being prepared with the next leading edge is how you grow up into the next tier.

Must also have more than a one pony act.

Bob



To: Berk who wrote (1857)10/25/2007 9:48:02 PM
From: etchmeister  Read Replies (1) | Respond to of 1929
 
I'm going to watch "Das Boot" tonight to be prepared mentally for tomorrow;
perhaps put in a very low limit buy order and see what will happen.
The stock will probably get slammed hard tomorrow in early going but don't expect downgrades to fuel the fire.


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