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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: orkrious who wrote (2933)9/6/2001 10:28:47 AM
From: All Mtn Ski   of 3069
 
Zeev and Jay,

I must ring in here on VECO, as I think it is a good long term buy here as well, and am very "pleased" to see it under $30. I have three diversified capital equipment suppliers on my list, VECO, NEWP and ESIO.

Do you guys have any opinion on ESIO? ESIO has good exposure to the capacitor crowd like VSH and KEM, as well as the semis and the valuation is reasonable, and getting more so. <bg>

I think these three companies are excellent plays.

Cheers,

Tom
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