Varian Semiconductor Equipment Associates -- VSEA Message Board

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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: etchmeister who wrote (1885)	5/1/2009 4:31:10 PM
From: cluka	of 1929

Etch, Varian says some tools were put back on over the last month. How many are still off? They say 200 to 300 upgrades are first sign of rebound but they did not see any upgrades yet. They are hoping next qtr they will get some and with spare parts pickup they will do 60-70MM in revenue. Please explain to me when do you think they will see 100MM qtr? In a year maybe? Maybe longer? You are paying premium for a stock that absolutely does not deserve it. It makes no difference what you think of AMAT or LRCX, pick any company in this space. Is it reasonable that VSEA should get 50% premium to any other company?

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