Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.30

-0.9%

Dec 24 12:59 PM EST

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To: Alan Hume who wrote (1549)	10/10/1998 8:19:00 PM
From: Carl R.	Read Replies (2) of 3069

This is not the RMBS thread. But since you elected to hype it on this thread, my answer is that while I wish you well, I will not join you. I do not believe in buying stocks which I do not believe have a long term future. While RMBS memory is a well designed product, I doubt that the entire DRAM industry paying royalties to RMBS forever is likely. They may well have their day in the sun, but eventually they will have a sudden end, in my opinion. I don't want to risk getting stuck with the hot potato (or potatoe <G>). Put another way, there are two things that can happen to that company, one is expected, and the other is very, very bad. Examine the recent performance of CIEN to see what can happen. If you wish to discuss RMBS further, please take it to another thread or respond privately. Carl

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