Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.03

-0.7%

3:59 PM EST

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To: Steve K who wrote (2359)	8/7/1999 9:44:00 PM
From: NicholasC	Read Replies (1) of 3069

Steve, Thanks for some nice research. Makes SI worth coming to. I think that VECO's 0.97 book/bill is not a worry because it was a snapshot for one quarter. All they need is one substantial order and the B/B will change quickly. From working in IT industry, I see a major increase in storage consumption (memory too for you MU fans). I write specs day in day out and I'm using much more storage and speed to meet customer needs. Internet/online makes it much more accentuated. The demand for large capacity, high speed drives is booming and we're having supply problems. -N

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