Varian Semiconductor’s (NASDAQ:VSEA) Core Semi Business Driving Growth

Filed in Gold Bullion prices, Guidance, Needham, o, silver, ubs, Varian Semi by on January 28, 2011 0 Comments

Varian Semiconductor (NASDAQ:VSEA) remains the top pick of Needham in their sector, driven by several catalysts, including a growing core semi business. Needham says, “VSEA reported a solid F1Q11 (Dec) quarter and provided substantially better than expected guidance. VSEA remains our top mid/large-cap pick in the space, based on our thesis that: 1) new implant applications are driving its core

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