Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.29

0.0%

Dec 26 9:30 AM EST

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To: Zeev Hed who wrote (1517)	9/26/1998 11:45:00 PM
From: Donald B. Fuller	Read Replies (2) of 3069

Hi Zeev, You wrote: >>I just do not think that VECO can continue to deliver such stellar performance in face of declining demand for capital equipment>> I actually disagree with that. VECO is not appropriately grouped with other semi equip companies IMO. To me, they appear the main beneficiary of an enormous HDD upgrade cycle that is just ramping up - VECO = the (admittedly smaller but just as dominant) "AMAT" of the HDD cap equip industry, at a sweeter spot in the cap equipment upgrade cycle c/w the semi industry. That's why their b/b has held better than virtually any semi cap equip co. I think any more VECO visits to the 20s will be fleeting - just like the last one was. Don

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