Doctor Jack's Stock Medicine

[Jack Haddad]

Tso

Bought 1 block at 57.29

[Jack Haddad]

Nem

Added 1 block at 44.51

[Jack Haddad]

Tso

Bought 1 block at 57.29

Sold 57.65

[Jack Haddad]

Tol

Added 1 short block at 28.70

[Jack Haddad]

Hov

Shorted 1 block at 29.15

[Jack Haddad]

Tol

Added 1 short block at 28.70

Covered at 28.09

[Jack Haddad]

Vsea

VSEA, a semiconductor equipment maker obtained 50% of INTC's business, surpassing AMAT. The business was in regard to INTC's new 45 nm high-current implant tool business. As a result, VSEA is expected to finish 2006 with 48% of the high-current implant market. Furthermore, VSEA will add at least $66 million in revenue over two years. Also, Varian has been buying back about $120 million a year in stock, and the company “is considering adding debt to return additional cash to shareholders.”

From a technical perspective, the stock is about to break out, moving above the 36.25 52 week high. This is a play I highly recommend.

[lemonjello]

Is this new info?

VSEA, a semiconductor equipment maker obtained 50% of INTC's business, surpassing AMAT. The business was in regard to INTC's new 45 nm high-current implant tool business. As a result, VSEA is expected to finish 2006 with 48% of the high-current implant market. Furthermore, VSEA will add at least $66 million in revenue over two years. Also, Varian has been buying back about $120 million a year in stock, and the company “is considering adding debt to return additional cash to shareholders.”

From a technical perspective, the stock is about to break out, moving above the 36.25 52 week high. This is a play I highly recommend.

[Jack Haddad]

Vsea

Is this new info?

It was brought to my attention today, as it was being discussed during a staf meeting.

[lemonjello]

Hear about the ML guy that's recommending puts on IMCL?

Anybody out there on that limb with him?

It was brought to my attention today, as it was being discussed during a staf meeting.

[IIC]

VSEA...If you read my thread you'll see that I dt'd it the other day(short term trades are all I'm interested in now)...But that is not new info...maybe there was some recent confirmation???...but there has been some word on the street...that's why I was watching it...Doug(IIC)

[lemonjello]

I went back thru a few pages of your thread, but due to my advanced stage ADD I couldn't continue. Did you post the same info?

VSEA...If you read my thread you'll see that I dt'd it the other day(short term trades are all I'm interested in now)...But that is not new info...maybe there was some recent confirmation???...but there has been some word on the street...that's why I was watching it...Doug(IIC)

[IIC]

I went back thru a few pages of your thread, but due to my advanced stage ADD I couldn't continue. Did you post the same info?

No I didn't...because I had just heard some rumblings and no details...so like I said...maybe there was a confirmation that I didn't see until Jack posted

[Jack Haddad]

Vsea

A news as I anticipated from the technicals!

[Rob]

A news as I anticipated from the technicals!

Re VSEA, I would characterize that call as excellent, Jack.