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Technology Stocks : Veeco Instruments-Who?
VECO 29.28-0.1%Dec 26 3:59 PM EST

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To: Carl R. who wrote (1493)9/12/1998 4:44:00 PM
From: Alan Hume  Read Replies (2) of 3069
 
Hi Carl,
I forgot to answer your comments about the agricultural industy. Of course the farmers are getting squeezed, just like every other industry. Either you are fit or your dead.
Just like the semicon biz, yield determines life or death. In the farmers case it is tonnage per acre, in the semicon biz it is qty per wafer. Gene enhanced seed is the latest tool to increased yield, if you didn't sow them, then you risk the whims of mother nature. And if you are too small, (just as in the semicon biz) you can't afford the equipment to stay in the next round

Regards
Alan
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