Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 27.39

+3.8%

Nov 21 9:30 AM EST

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To: Evan Lurie who wrote (55)	8/23/1996 1:51:00 PM
From: Donald B. Fuller	of 3069

Evan, Nice analysis. Another often overlooked VECO fact is that in addition to 300 mm ion beam deposition capability, they are the early leader in 300 mm surface metrology, according to their 1995 annual report (They give TNCR the nod for 200 mm metrology in that same report). They are a very strong future play IMHO. Even if the reduced eps estimates are true, I beleive that situation will be quite temporary and I still think they deserve to trade >1.38x book. That's cheap as dirt. Be aware that any analysis from yours truly could be just a wee bit tainted by bias since VECO is my number one dollar investment right now. One more thing... Based on the very recent strength of some of the HDD makers in the market (e.g. QNTM, SEG), I think that could constitute an early indicator of renewed strength in VECO's HDD business (strictly my own opinion). Don

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