Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 30.64

-5.1%

Dec 12 3:59 PM EST

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To: Zeev Hed who wrote (2066)	4/20/1999 11:40:00 PM
From: Carl R.	Read Replies (1) of 3069

I will modify my last prediction. I am still worried about the overall market until Tuesday of next week, after which I see at least a brief rally. A lot depends on the news, of course. So far most of the semi cap equipment reports I have seen have been pretty bullish, and quite a few report next week. Among the bullish ones that come to mind are COHU and KLAC, both of which I own and don't trade. HELX just reported tonight and beat numbers handily as well. NVLS was slightly above estimates, and the stock has been down ever since. On the other hand CDN beat estimates but predicted slower growth. ETEC is the only one that I can think of that warned, so presumably everyone else will make numbers. And of course in a related development Microsoft beat estimates after the close and said that the PC market is healthy. On the other hand, they were down in aftermarket trading, so who knows about tomorrow? I see an early rally again tomorrow after which I haven't the foggiest idea... This handy link I found on the MU thread expresses your views quite nicely: ftp://ftp.con.wesleyan.edu/pub/sounds/movies/tradingplaces/tradpl23.wav Carl

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