Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.42

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12:45 PM EST

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To: Zeev Hed who wrote (2006)	4/1/1999 4:19:00 PM
From: Donald B. Fuller	Read Replies (1) of 3069

Hi Zeev, One observation I have is that in general, AMAT seems very strong while many other equip makers waver. Beyond semi cycles and market issues, could there be another underlying stealth market factor working here - called AMAT eating virtually every other semi equipment maker's lunch? (VECO would be less sensitive to this phenomenon than many others IMO, as much of their biz is more DD than semi related). I'd be curious as to your opinion about this. Don (yep - you guessed it - besides VECO, I'm also big time long AMAT {and sadly also, long SFAM - a little CMP company that has had their head handed to them on a plate by AMAT})

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