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Technology Stocks : Veeco Instruments-Who?
VECO 29.230.0%3:59 PM EST

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To: Zeev Hed who wrote (2345)8/2/1999 8:04:00 PM
From: Donald B. Fuller  Read Replies (2) of 3069
 
Hey Zeev,
Something doesn't compute for me. It is this:
Data storage bit growth is something like 100% per year and accelerating. GMR transition seems to be in full swing. Yet, the DD companies remain in a persistent funk and VECO's orders seem flat at best. Are you able to reconcile this, in 100 words or less (or more, if you want)?
Don
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