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Technology Stocks : Zygo Corporation (ZIGO)
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To: Stitch who wrote (651)1/18/1999 11:26:00 AM
From: Donald B. Fuller  Read Replies (2) of 722
 
Hi Stitch,

I would also never be able to bring myself to part with VECO, though I have trimmed my position by about 15%, strictly to rebalance my holdings and lock some profit. Its more like I'm declaring myself a VECO dividend and possibly investing some of that dividend in ZIGO, which looks relatively cheaper to me at this time. In fact, ZIGO is about the only semi equip co that looks to me like it may be undervalued at this time. The rest seem to have been caught up in a mini-mania.

Don
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