Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.32

+2.0%

9:30 AM EST

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To: Robert Douglas who wrote (2965)	11/19/2002 11:19:39 AM
From: Sam	Read Replies (1) of 3069

Rob, Zeev is still bearish on VECO, though he recommended shorts cover under 10. He also said that "if" VECO should get back above 11.5, it would be a short again. I'm not sure what would change his mind. Perhaps he will visit the thread and tell us. I think [emphasize that word!] that he thinks that the looming FEI acquisition will be dilutive, and the stock will go nowhere until it closes and we get better visiblity on how it shakes out. Although he isn't perfect (and he would be the last to suggest that, contrary to what some of his "ankle biters" suggest), I've learned the hard way not to go against his views when he is so unequivocal (e.g., most notable by holding a chunk of SNDK too long). So I am still on the sidelines with this one, though looking at it with growing interest as it slides. Best wishes, Sam

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