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Author: wookkim Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 47  
Subject: varian Date: 7/9/2000 12:58 PM
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I am buying varian monday morning. It has a IBD EPS rating of 97 and RS of 96. It just broke out of a 13 week cup with handle pattern on very high volume. It is in a leading group. On the down side SMR rating is a C, and has 26% debt, and low margins. But it seems to be the best bet for now on my radar screen. If anyone has any thoughts on varian, I'd like to hear it.
srv.
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Author: LProuty Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 3 of 47
Subject: Re: varian Date: 7/10/2000 1:19 AM
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Wookkim:
I, too, have been studying Varian this weekend. Much of it is tempting: great EPS/RS rankings, hot industry, classic breakout from cup/handle. Although it has debt, it's cash/debt ratio is 1.125.
On the down side: As you said, poor margins. Also, Fool Ratio is 0.88--the stock is a little pricey for it's TTM earnings. Flow ratio is 1.45--not bad. But interestingly, the stock gained 12% Friday. Although it was on great volume, stocks will often pull back a bit after a big gain--even as they head higher. It's closing price (52 13/16) is still within 5% of it's pivot--so yes, it's very tempting. Good luck.
Eaps

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Author: wookkim Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 4 of 47
Subject: Re: varian Date: 7/15/2000 11:29 AM
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LProuty,
Thanks for the reply. I dont understand some of the figures you cited, I will have to do a little studying. I was away on vacation and just returned today. I have been following varians performance last week however, and it has not been too bad.
I didnt appreciate the 4 dollar drop on friday, but it was on decreased volume from the day before so it could have been worse. Can you direct me to where I can read about fool ratios and flow ratios?
wk.

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Author: LProuty Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 5 of 47
Subject: Re: varian Date: 7/17/2000 1:00 AM
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Wookkim:
The Fool Ratio measures potential growth of a stock's price based on analysts' projections for earnings growth. I think I remember that it's not accurate for large cap companies--better for small to mids. A lower number is preferable. You can read about it in the Fools "Investment Guide".
The flow ratio is a measure of how well a co. manages it's inventories and accts. receivables. Also a low # preferable here. I believe I learned about it in the Fools' "Rule Makers-Rule Breakers".
I jumped into Varian, too. Good luck.
LProuty

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Author: wookkim Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6 of 47
Subject: Re: varian Date: 7/17/2000 7:41 PM
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lprouty:
Thanks for the info. I did some foolish studying over the weekend and understand those ratios better. Varian was up today on low volume. I'll take it. You might take a look at PLXT. It went past its pivot today on strong volume. IBD rating 98 93 AAAA. good luck.
wk

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Author: YAW Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 7 of 47
Subject: Re: varian Date: 7/18/2000 7:39 PM
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Hi wookkim,

For PLXT, the good entry point is between $40-41. You can place two limit orders: one at $40 and one at $41. Good luck!

PLXT will most likely run up to $50 from here, but will retreat when it hits the resistance. How much will it give back once reaches $50? I guess it will return to $45. Only then, PLXT will begin its journey to $100.

Humbly Fool On!

YAW

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Author: wookkim Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 8 of 47
Subject: Re: varian Date: 7/19/2000 12:22 AM
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Hi YAW,
What you say is very interesting. Can you explain? Tanks w.k.

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Author: YAW Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 9 of 47
Subject: Re: varian Date: 7/19/2000 5:04 PM
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Hi w.k.

I got the entry price range from the chart. Today, PLXT did indeed fall between $40-41. Did you get it?

This is just a simple shake-out. Most likely, it will climb up next week. Good luck!

I have my own board. Why don't you just join us for some fun. The board is here: http://boards.fool.com/Messages.asp?id=1380139000260001&sort=id

Humbly Fool On!

YAW

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Author: LProuty Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 10 of 47
Subject: Re: varian Date: 7/20/2000 10:33 PM
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Boy, what a ride today. A 13+% drop in a day after trouncing estimates by 4 cents!! What a demanding market. And 5 times normal vol. today. Geez! After watching Foundry get pummelled after beating it's estimates I guess it's no surprise. Varian's net margin has climbed to 6.4%--and it get punished.

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Author: YAW Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 11 of 47
Subject: Re: varian Date: 7/21/2000 5:20 PM
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Vari's base is between $40-45. Today, it recoved nicely from the drop, but the trend is not broken yet. $45 will be the short-term base. If this line does not even hold, we will see $40.

Humbly Fool On!

YAW

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