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Technology Stocks : Veeco Instruments-Who?
VECO 29.290.0%Dec 26 9:30 AM EST

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To: Bruce A. Thompson who wrote (1749)1/26/1999 10:07:00 PM
From: Zeev Hed  Read Replies (1) of 3069
 
***OT*** Bruce and Stitch, I think the oil patch is still premature, GLM is a good potential acquisition target and could probably be played for that, but it could also be "dead money" for sometime. Stitch, once you see your part of the world on a real recovery and YOY GDP's in hose countries growing (or at least expected to grow) back at 5% to 7%, then oil consumption will increase above production again and price will rise and with it the whole sector, IMHO. I do not see that in the immediate future, not when the CRB is making new lows.

Zeev
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