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Technology Stocks : Veeco Instruments-Who?
VECO 29.17-0.2%11:31 AM EST

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To: Mark Ivan who wrote (2567)11/23/1999 10:47:00 PM
From: Carl R.  Read Replies (1) of 3069
 
What hit VECO today? It sure got hammered. I'm still flat, but looking for disk plays for next year. I'm long SEG right now, but I think the drive companies will have a good year next year.

OT, re RMBS - I tried to short RMBS today by the way, and Schwab says that they have no shares available. That's the first time that has happened to me, so I guess the short interest is up substantially. I missed buying the puts a couple days ago, and I'm hoping it will rally over 80 one last time, but I think their days are numbered. With DDR starting to be available, I'm guessing RMBS will be stillborn. DDR chips will be 30% cheaper and 40% faster from what I hear.

Carl
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