SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Veeco Instruments-Who?
VECO 29.03-0.7%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jerome who wrote (2365)8/10/1999 6:25:00 PM
From: All Mtn Ski  Read Replies (1) of 3069
 
Jerome,

VECO supplies IBM with the complex tools needed to fabricate the GMR heads. Veeco said in the last CC that the industry has GMR capacity of 10% to 20%, and will ramp that up to 100% over the next few years. The fact the all new DDs coming from IBM is GMR is just further proof that the GMR transition is well under way and I think VECO will be a primary beneficiary of that transition. IBM is one of VECO's largest customers.

Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News