The puzzle with ZIGO is that they have some good products, and they also added some IBM made products (the AFM that VECO used to sell), so I was expecting better. As I said, I bailed on that one at a loss, and am waiting for better days. I agree that VECO hasn't been doing well lately (the stock), though sometimes it lags the market by a day, and thus it could move tomorrow.
Mostly I'm still playing AXC. I sold much of my holdings over 6, then bought them back at 4.25. I'm up a huge amount on it already this year. I am also holding NVLS, VECO, MASK, CDN, PRIA and KLAC right now. I thought about buying some DPMI the other day at 43, but skipped it, unfortunately. I think the mask makers will take off pretty soon, and ETEC may well move with them even though their return to growth will lag a bit.
Carl
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