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Technology Stocks : Veeco Instruments-Who?
VECO 28.56-1.9%Dec 31 3:59 PM EST

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To: Carl R. who wrote (1817)2/10/1999 11:10:00 AM
From: Zeev Hed  Read Replies (1) of 3069
 
Hey Carl, we agree for a change, VECO is undervalued relative to AMAT and KLAC. The only problem, IMHO is that AMAT and KLAC are so overvalued right now is that we may have situation where they go into a small tail spin of their own, and drag dear VECO with them. Once the dust settle, then it might be interesting to do a comparison again. Jumped back in here but only for a bounce back to the $52-$54 area, I believe that we are going to have better prices late in spring.

Zeev
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