Varian Semiconductor Equipment Associates -- VSEA

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Technology Stocks
Varian Semiconductor Equipment Associates -- VSEA

An SI Board Since March 1999

Posts	SubjectMarks	Bans	Symbol
1929	21	0	VSEA

Emcee: Duker	Type: Unmoderated

Introduction Market Data Compact

About to bud from VAR:

Record Date: March 24th
Payable Date: April 2nd

VSEA is the world's top supplier of ion implantation systems, key pieces of capital equipment used to manufacture semiconductor chips. The company has shipped more than 2,500 systems worldwide, and more Varian ion implanters are at work than all other manufacturers combined.

Let's hope the market does not care about this business ... it could be a very interesting opportunity.

--Duker

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
1929	[graphic] Username Password Remember me Forgot password? \|	etchmeister	-	9/7/2011
1928	The end ride the snake ... the snake is long...seven miles...Weird scenes inside	etchmeister	-	5/5/2011
1927	It ought to be illegal ! In fact it is ,but no one follows up. The SEC = gover	robert b furman	-	5/4/2011
1926	Goldman had probably insider knowledge - they should investigate - they made a k	etchmeister	-	5/4/2011
1925	My second ETEC - great company - Implant is THE key for improving solar efficien	etchmeister	-	5/4/2011
1924	<i>Over the next five years, Abate estimates, the world will spend $20 bil	etchmeister	-	4/8/2011
1923	Varian has some very good technology that improves the efficiency in $ and cent	etchmeister	1	3/17/2011
1922	Message #4 from Duker at 3/25/1999 6:00:00 AM Can Varian make it as a 'one-t	etchmeister	-	2/16/2011
1921	If there is money to be spend - consolidate your competitor and hold your margin	robert b furman	-	2/15/2011
1920	<i>again stick with the ones that actually provide the tools to implement	etchmeister	-	2/15/2011
1919	Apple reportedly to hand processor orders to TSMC (my 2 cents - apple could pick	etchmeister	-	2/15/2011
1918	Synopsys and Varian Collaborate on Process Models for Advanced Logic and Memory	etchmeister	-	2/10/2011
1917	Hi etch, Looks like Apple's I-pad is made in house. wired.com I-phone and	robert b furman	-	1/28/2011
1916	<i>LOL...all that Ipad hype - TSMC has to increase capex significantly - s	etchmeister	-	1/27/2011
1915	Hi etch, For those of us readers at this thread,this article confirms what you&	robert b furman	-	1/8/2011
1914	According to Barcley Varian is on track to meet shipments into solar space - Go	etchmeister	-	1/7/2011
1913	LOL...all that Ipad hype - TSMC has to increase capex significantly - still beli	etchmeister	1	1/7/2011
1912	Nothing has changed folks - and single wafer implant is a no brainer when it com	etchmeister	-	10/30/2010
1911	This article is from Solid State Technology Ion implant: a new enabler for 32nm	etchmeister	-	3/31/2010
1910	I will have to be patient but estimates are slowly being raised. This one is nex	etchmeister	-	10/9/2009
1909	Stupid me - well better "late" than never Now who else is working clo	etchmeister	-	10/8/2009
1908	Toshiba and SanDisk reportedly to begin sub-30nm NAND flash production in 2H10 (	etchmeister	-	9/22/2009
1907	Stacked Flash - just another opportunity down the road (2 to 3 years?) Message	etchmeister	-	9/18/2009
1906	Upwards revisions pending; NVLS just confirmed what I was thinking the high end	etchmeister	-	9/4/2009
1905	An additional $20 Millions (shipments) North of Break even? coupled with improvi	etchmeister	-	7/30/2009

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