Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 168.76

+0.3%

3:59 PM EST

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To: Zeev Hed who wrote (4144)	12/25/1997 9:09:00 PM
From: Jay M. Harris	Read Replies (2) of 10921

Zeev, Veeco is trading near 1X revenue and is an extremely well run company, with a clean balance sheet, industry leadership position, and enviable product and sector diversification. IMO you have had better instincts related to the current cycle than any other on SI that I have followed. In this business only the paranoid survive, and I admire your skepticism. What percentage probability would you assign to the entire equipment group trading to 1X revenue in 1998 given current anecdotal fundamentals relative to supply and demand for commodity parts (excess capacity). Thanks in advance for your help. Please be honest, the bulls on this thread are rather kind, and will not put a contract out on you during the holiday season :) Merry Christmas! Jay

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