Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.41

+0.7%

12:06 PM EST

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To: Donald B. Fuller who wrote (31)	6/24/1996 5:43:00 PM
From: Ron Sovak	of 3069

Don, I think the good news on VECO will continue for several more years. $.34 for this quarter compared to $.26 for last? TNCR is a solid company with an excellant customer base and a management team that has been able to adapt to their market place. The only reason I can see for their low price is: 1. General paranoia about 'chips' 2. Small startup companies (SMIT) that have a lower cost product. TNCR has a good book to bill ratio and solid earnings for several more quarters. I think each time earnings are announced their stock will respond. Yes the smaller companies have a better product but, they don't have a customer base and I believe TNCR will be able to develop a similar product before they lose market share (Its happened before). I saw you took a position in IDTI, I was going to but their last earnings report scared me off. any input?

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