Long time no see old friend, is the "75-105" relating to VECO? Unlike the KLIC's and TER, VECO must be singing to the "Optics" tune, and as long as these are still healthy VECO will do fine, IMHO. By the way, there might even be a revival in their storage business being factored in, there has been "under investment" in that sector and it is being slightly less driven by PC's sales. Right now, I have VECO as bullish as long as $93 is not breached. I have had few good trips so far, and I am looking for a reentry. Generally, I think that the sox will hold above 850 or so and we are pretty close, so most of the current danger there may be out short term. Medium term and long term, I am quite bearish on all the semi equip, and I am on record that they have seen their stock prices peaks (I had VECO and NVLS as exceptions, but now, I am not even sure about NVLS <G>).
Zeev
irrevolute.iuma.com |
