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

To: Berk who wrote (1862)	10/26/2007 10:39:46 AM
From: robert b furman	Read Replies (1) \| Respond to of 1929

Hi Dick, very volatile morning. Down 6.00 and then down 2.00 large exchange of money. Cohu getting clipped on a "delay of order from large customer. It seems there is a pushout of Capex - perhaps ramp for Christmas has been accomplished and a slower capex for 08 is being stretched out. It has impacted most of webcasts I've listened to. That being said - it really does look good for all box makers and handheld wireless is also on fire. Game boxes will be a bumper crop and LCD tv's have price cuts. Hard to find a segment that isn't growing and going strong. It seems that pricing pressure is opening up volume and leading edge will become justified as enduser demand justifies the expenditures - albeit after a show me attitude is proven. Not a bad scenario - reminds me of 98. Sox showing support @ November 06 (449) and Jan 06 (456) support levels.Not sure if we need to revisit July 06 low of 384? Almost all 200sma averages violated except the current battle of Vsea today @ 41.46 (todays low of 41.50). Still hard to figure a recession with 30 mortgages @ 6.09 and rates low. Recessions come with rising rates. Tech transitioning into leadership role if we can hold this support. Semi widget makers doing great.Semi makers doing great if leading in technology. SCE deferred from party - awaiting bleeding edge Capex implementation. Whats new? IATL - It always takes longer!! Oh yea - gap at 45 has been met. Bob