Varian Semiconductor Equipment Associates -- VSEA

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Technology Stocks Varian Semiconductor Equipment Associates -- VSEA

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To: Duker who wrote (4)	4/5/1999 10:43:00 AM
From: Duker	of 1929

Ahhh, Normal trading. --Duker

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To: Duker who wrote (5)	4/6/1999 2:42:00 PM
From: Duker	of 1929

Heading to zero? --Duker

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To: Duker who wrote (6)	4/6/1999 4:33:00 PM
From: Duker	of 1929

We seem to be slipping back to the $8 level. I guess I am in another semicap too early. --Duker

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To: Duker who wrote (7)	4/7/1999 10:10:00 AM
From: Duker	of 1929

It is tough to buy this one today. The sellers were not as cooperative as they were yesterday. What can you do. --Duker

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To: Duker who wrote (8)	4/14/1999 2:54:00 PM
From: Duker	of 1929

Tried to get some under $10. Failed. Always tomorrow. --Duker

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To: Duker who wrote (9)	4/16/1999 1:58:00 PM
From: Duker	of 1929

Got a solid slug today at $9 3/4. I think it pays to be a bit more aggressive here. At this rate, I will run low on cash in the next few days ... I may play the "valuation arb" a bit in a little bit ... sell some AMAT (though I would rather do so in the mid-to-high $60's. I have a nice pile of 20% taxable gains from which to draw. Lonely thread. --Duker

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To: Duker who wrote (10)	4/17/1999 11:31:00 AM
From: spiny norman	of 1929

Hey Duke, Some still lurk here. My acting scenario is that VSEA have some small but persistent selling pressure as those who were in the original Varian and can't figure out/stomach projected losses/find that VSEA doesn't meet their market cap requirements/etc. etc. bail. I imagine this lethargic price action could last a month or two longer. If you have time to offer an opinion, do you believe that these tools are a good acquisition for a broad supplier such as AMAT or a number of AMAT wannabes? Correct me if I'm wrong, but the niche is pretty much these guys and Eaton. regards spiny PS - if you can add the quote @ the bottom it would be cool.

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To: Duker who wrote (10)	4/17/1999 7:11:00 PM
From: patlew	of 1929

Knock,Knock

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To: patlew who wrote (12)	4/21/1999 5:38:00 PM
From: Duker	of 1929

Hey ... I was on vacation! I am back ... highly recommend Nantucket in April - May ... far better island with fewer people. --Duker

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To: spiny norman who wrote (11)	4/22/1999 8:58:00 AM
From: Duker	of 1929

Spiny, First, I agree with your assessment on the persistent sellers. I welcome them. This is a fine company and a great stock at these levels. Second, I think the market share split is something like 40% ETN, 30% VSEA, and 10% AMAT (others: 20%). I would think that AMAT would be interested in augmenting their effort in this area. Who knows. Third, I am not sure how to add the quote at the bottom. Please advise. --Duker P.S., Nice to see CFMT back up above the water line of the toilet ... just a few more inches and they will be able to reach the rim!<g>

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