Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 30.39

+4.2%

Nov 7 9:30 AM EST

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To: Donald B. Fuller who wrote (2869)	9/27/2000 2:02:45 PM
From: Zeev Hed	Read Replies (1) of 3069

I have some CYMI (ouch) and BRKS (OK this one I just bought at $31 yesterday), I am looking at reentering LRCX and NVLS, but we may still have another 10% decline in these. In any event these are for dead cat bounces, I am of the opinion that this cycle high in the semi equip has been reached already some 5 six months ago. If you are looking long term on AMAT, I would not be surprised to see it next year in the $35/$45 area. Zeev

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