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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: Zeev Hed who wrote (2337)7/30/1999 9:57:00 AM
From: Z Analyzer  Read Replies (1) of 3069
 
The disk drive sector is the area I follow closely. Over thee last two years, despite terrible industry profitability, unit volumes have continued at a nice pace of growth and storage densities have increased at unprecedented rates leaving no DD manufacturers the luxury of transitioning slowly. Further, all the players have had the cash to make capital investments and stay in the game. What I'm saying is that if anyone is using the disk drive industry conditions as an excuse, I would say they're not telling the truth. -Z
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