Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.38

+0.9%

11:26 AM EST

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To: orkrious who wrote (2306)	7/28/1999 7:06:00 PM
From: Zeev Hed	Read Replies (1) of 3069

Jay, it seems as if they shipped everything they could, profits looks very good and more importantly, they have done, IMO, a superb job of integrating the acquisitions. They are good at that, they should do more of it if we get another slump in the semi equip (right now, they have stepped aside because everything, but VECO shares, is getting "expensive". Frankly, the BTB of .97 is a disappointment, and it might be an indication of a peak in the BTB of the semi equip in general (we already have three consecutive months of declining BTB in the sector). Zeev

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