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Technology Stocks : Veeco Instruments-Who?
VECO 29.29+0.8%Dec 19 9:30 AM EST
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To: Carl R. who wrote (2275)7/16/1999 9:24:00 AM
From: w0z  Read Replies (2) of 3069
 
Could anyone tell me if VECO is more dependent on:

a. Growing unit volumes (driven by sub $500 PC's) of business at its customers...OR

b. The health and profitability of its customers (SEG, RDRT, etc.)?

Seems to me it is more a than b in the short term, but I also realize that companies going out of business cannot afford much capex $.

Also, can anyone tell me what % of their business is disk drive related. The DD business seems similar to DRAM in that not many are making money, but I assume they still have to invest both for capacity and technology improvements.
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