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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA

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To: etchmeister who wrote (1919)2/15/2011 1:17:41 AM
From: etchmeister   of 1929
again stick with the ones that actually provide the tools to implement the technology - when two fight each other the third party has a good laugh)
I think that's a surprisingly simple concept -
short sellers seem to focus on certain stocks within the semi equip0 group rather target the group itself but than back off.
VSEA was for several days under pressure relative to peers and IMHO they stopped out position with rediculus low volume - and than suddenly the stock moves (up) on high volume.
Tracking LRCX, NVLS and VSEA Varian seems to show the highest volume while moving up.
There are others beside LRCX, NVLS and VSEA but they all have in common that they provide enabling technology to their customers - finally the barrier of entrance appears to "pay off"

Morgan Stanley: Here’s the Best Ways to Play Tablets

By Matt Phillips


Morgan Stanley analysts are out with a monster of a note on the dawn of the tablet computer era:

Like smartphones over the past two years, tablet growth is likely to surprise to the upside, in our view, pulling with it market leaders and challenging legacy technology. Importantly, while some tablets will eat into other markets, like PCs, e-readers, and gaming handhelds, more than half of prospective tablet buyers in the US and more than one-third globally view a tablet as an additive device—a bullish signal for the broader technology market. We view Apple and Samsung Electronics as the most likely near-term tablet market leaders in both our base- and bull-case scenarios.

Other stocks closely tied to the tablet revolution? ARM Holdings, Broadcom and SanDisk. Companies that could suffer from the tablet tide include AMD and Dell — due to their exposure to traditional PCs — and companies tied to printers such as Lexmark and Ricoh.
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