Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.23

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Nov 28 9:30 AM EST

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To: Zeev Hed who wrote (2142)	5/29/1999 11:05:00 AM
From: Carl R.	Read Replies (1) of 3069

I agree that the RMBS news won't help the other semis either, but it is no surprise. In order to get people to pay 50% extra for a product you really need to provide some benefit, and a neat name doesn't cut it. TER should also be hit next week. Without the RMBS news I thought that early next week would be fine, but now I'm not so sure. It depends how widespread the damage is. Congrats though on playing with fire (RMBS) and not getting burned. I'd expect a few other defections to follow IBM, by the way. Companies like DELL that have no R&D may blindly follow Intel, of course, since they don't realize they are paying extra for no benefit. <G> Carl

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