Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.03

-0.7%

Dec 1 3:59 PM EST

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To: Steve K who wrote (2316)	7/30/1999 6:25:00 AM
From: Z Analyzer	Read Replies (1) of 3069

Steve, Two things that I found interesting looking at your table: First, for every quarter the high for the stock was nearly twice the low . Second, for a company which is considered to be high growth, the actual growth in revenues over a two-year period was very modest. I find this difficult to reconcile. On this subject of the transition of the industry to GMR heads, I believe that every drive company is either currently shipping or has announced high volume drives in the near future which incorporate GMR heads. In other words, I believe the 10 percent figure for the manufacture of GMR heads today is probably quite low and further that more equipment must already be in place. Is it clear who the competition is, and in particular, since the Japanese head manufacturers have been more successful than the others, do we know that this equipment has not been supplied by Japanese companies? Bottom line is that I'm don't understand why these aren't the best of times for Veeco. -Z

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