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Friday, April 25, 2008

Varian Semiconductor flattish

They guided next quarter down 20% relative to consensus on weaker DRAM orders and suggested September wouldn't improve but indicated December could be better. As the semicaps are talking about a recovery in late 08/early 09, the cycle investors will start to build positions. That's why they (LRCX, VSEA) aren't staying down on these lower revisions.

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