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Technology Stocks : Veeco Instruments-Who?
VECO 28.97-0.2%11:53 AM EST

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To: Carl R. who wrote (2315)7/28/1999 10:47:00 PM
From: Steve K  Read Replies (2) of 3069
 
Below is a table that I compiled from Veeco's quarterly and annual
reports (price data from Yahoo). While I believe the information to
be correct, I did need to get some numbers indirectly (ex., metrology
numbers for time period x were up y% over the same period last year)
so it is possible that I may have miscalculated something. As a
consequence... caveat emptor.

I have a question for people more technologically knowledgeable
than myself. We are in a period where DD makers are upgrading to GMR
heads. According to the quarterly report press release, upgrading to
advanced GMR heads will require upgrading metrology tools to handle
the advanced GMR heads. Is the same also true when upgrading to the
present GMR heads, and if so, is there a time lag between the
ordering of GMR process equipment and GMR-related metrology tools?

Thanks in advance.

Steve K

Bookings... Billings... Book: VECO Price for quarter...
P.E. Met. All P.E. Met. All Bill High Low Close
2Q99 24.8 25.3 53.6 25.4 25.5 55.2 0.97 45.63 28.25 34.00
1Q99 36.2 25.0 65.0 19.5 31.0 56.0 1.16 64.50 33.13 36.94
4Q98 22.8 33.8 62.0 18.2 28.7 51.5 1.20 55.25 20.38 53.13
3Q98 14.0 25.3 43.5 15.6 30.2 50.5 0.86 35.88 21.00 31.50
2Q98 13.0 32.6 50.0 11.9 34.4 51.1 0.98 44.00 22.50 24.88
1Q98 21.9 39.7 65.9 15.2 32.9 53.7 1.23 37.31 20.00 37.19
4Q97 10.5 32.7 51.0 19.4 33.1 57.8 0.88 64.63 18.13 22.00
3Q97 20.9 33.3 59.5 24.0 26.6 55.2 1.08 73.63 37.88 63.19
2Q97 27.1 26.3 59.5 22.9 26.5 54.5 1.09 43.25 23.38 38.75
1Q97 18.9 24.6 48.6 18.2 26.5 49.3 0.99 32.00 20.75 29.38

P.E. = Process Equipment
Met. = Metrology
All = P.E. + Met. + Other
All figures except prices in millions
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