Varian Semiconductor Equipment Associates Inc. (VSEA)
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VSEA Forum Topics
loading ...Recent VSEA Articles
- Recovery of Demand for Semi Equipment Delayed - Pacific Crest
- Varian Semiconductor Shares Seeing Traction
- Key Tech Stock Expected PEG Ratios Fall Below 1
- Secular Market Share Gains Juice Up Varian Semiconductor
- Best and Worst Performing Stocks, Labor Day 2007
- Russell 1,000 Stocks Furthest From Their 50-Day Moving Averages
- Credit Suisse Boosts Varian Semi, Applied Materials On Optimism For Q4 Orders
- Expected Drop In Memory Cap Ex Threatens Semi Equipment Companies
- Semi Equipment Shares Dropping on Applied Materials Order Guidance
- Semi Cap Equipment: Bad News Is Bad News, For A Change
- Full List of Articles »
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Varian Semiconductor Shares Seeing Traction [view article]
Looks like there is incentive to buy. Japan has an OK market right now, but I was wondering if VSEA is going to produce some positive numbers as the japanese economy begins to drop. ReplyEditors
General Discussion on VSEA
Is this a buy or a sell? ReplyJacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
"Hmmm, care to update the price target? Will this be the opposite of your Crocs call?"We sold out a while ago - if you'd like updates on all our positions, you'll have to email me info@cevichefund.com to get on the email list. There is no way we can do heavy updating on everything we post on SeekingAlpha.
Reply
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
Hmmm, care to update the price target? Will this be the opposite of your Crocs call? ReplyJacome
Key Tech Stock Expected PEG Ratios Fall Below 1 [view article]
RVBD - 15% after Q4 EPS....they are cutting prices to lock in share, stock is down hard in last couple of months....stock went from 50 to 19 in a hurry, avoiding it for now.Reply
Jacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
taking it on the chin here off the INTC sell off1/15/08 Reply
Jacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
VSEA coming back, still under 200 day, when PMs roll back into tech, VSEA will be one of the first bought given its execution story and market share gains ReplyJacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
well, the cows came out to kill. VSEA down under 40 in AH trade after guiding to a nasty Q1.....the stock is cheap here and if Gary and the board should buy stock down here and signal to the Street....
disc: long VSEA in student fund, ceviche, PA Reply
Jacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
well, the cows came out to kill. VSEA down under 40 in AH trade after guiding to a nasty Q1.....the stock is cheap here and if Gary and the board should buy stock down here and signal to the Street....
disc: long VSEA in student fund, ceviche, PA Reply
Jacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
like we said, VSEA won't stay under 50 for long....today it popped 6% and closed above 50. ReplyJacome
Secular Market Share Gains Juice Up Varian Semiconductor [view article]
Nice, the stock gapped up at the open Friday on positive cap ex whispers from titan Samsung....VSEA is at a GREAT buying point and won't stay under $50 for long.....
Reply