Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 28.08

+2.5%

Nov 24 3:59 PM EST

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To: Stitch who wrote (2377)	8/11/1999 10:49:00 PM
From: Carl R.	Read Replies (2) of 3069

Thanks Stitch for one of the best posts I've read in awhile. Welcome back. I do have one issue though. I agree that a shakeout of the disk sector is in order, and will happen, quite possibly by shaking out say WDC and APM. It is not clear to me however that this will benefit VECO in the short run. Less price pressure could mean less volume, and less competition could mean slower transitions to new technology. As for your Optimag comments, it sounds good. Of course based on prior experience I have a great deal of confidence in VECO's choice of acquisition targets. Carl

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