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 29.230.0%Nov 26 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mark Ivan who wrote (2573)11/28/1999 7:31:00 PM
From: All Mtn Ski   of 3069
 
Mark,

I think the shorts are the people who think all the drive companies will go out of business, because the are killing each other on prices, and thus won't have the $$$ for Capex via VECO. I think they are wrong, the drive companies must lower component costs by moving farther up the tech curve via GMR heads. Therefore VECO's business looks fine. VECO is also diversifying away from DDs, so really that will come a smaller part of the business and less of a concern.

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