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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: Zeev Hed who wrote (2940)9/6/2001 3:12:29 PM
From: All Mtn Ski  Read Replies (1) of 3069
 
Hi Zeev,

I cannot emulate your deft timing, only admire it. <g> The valuations are cheap, and I am comfortable with a slightly longer holding period of a few months on these. If I get to round up to a full position at an even cheaper price, I will be more than happy to take those shares off another's hands.

VSH, AVX and KEM are cheap as well. The problem is that there are too many of them out there to fit in one's portfolio without taking "puny" positions! <bg>

Tom
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