Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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From: etchmeister	5/1/2009 1:59:16 PM
	Read Replies (2) of 1929

LRCX, NVLS and Varin pretty consistent in assessing current situation and outlook. Actually I felt VSEA had the most positive bias towards the future. Supposedly break even s only on the order of $85 million and upgade business has very fat margins...what's annoying about VSEA is the fact that certain funds strictly use it a as trading vehicle but rediculous volume can move the stock n either direction Gary Dickerson I think the other thing on the tool utilization, we track tools turned off. And in the last couple of months, there has been a significant change in that metric. Robert Halliday A lot of tools have been turned back on. Gary Dickerson Many tools turned back on. Suresh Balaraman - ThinkEquity Are there any comments on the pricing environment? Are you guys subject to the kind of severity and discounting as many of your other peers in the capital equipment land, given that you have limited competition? Gary Dickerson I don't think that that had unusual pricing pressure this time. I think our products are pretty valuable products and our position is pretty good with the customers. Robert Halliday Right now, who knows for sure what will happen. But the margin forecast looks incrementally positive going forward. seekingalpha.com

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