Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 28.79

-0.8%

11:31 AM EST

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To: Zeev Hed who wrote (2321)	7/28/1999 11:10:00 PM
From: Carl R.	of 3069

If the orders were cancelled, I presume that they would show as a negative booking. One possibility is that there could be "push outs" that could continue to be pushed out. Another is that VECO is managing shipments to a certain extent to assure that strong PE shipments next quarter can offset weak metrology shipments. A third possibility is that they haven't ramped up production to a high enough level yet, after all they have never shipped over $30m of PE in a quarter before. My suspicion is that the truth is some combination of the above. I am pretty sure that there have been some push outs. I also believe based on prior quarters that VECO is pretty could at managing billings to avoid really bad quarters. And I think that there is a possibility that there are some production bottlenecks in ramping to a higher level of PE shipments. Carl

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