Veeco Instruments-Who? Message Board

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Technology Stocks : Veeco Instruments-Who?

VECO 29.23

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Nov 26 3:59 PM EST

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To: Zeev Hed who wrote (2142)	5/29/1999 12:20:00 PM
From: Stitch	Read Replies (2) of 3069

Zeev, <<The glimmer of light is a possible reversal in INTC, if it hold, the down swing might not be too bad, IMHO. Then VECO under $30, is, as usual, a steal. I am not in yet>> I am long IDTC at an avg of 16 and am planning to lay in some more Monday. I missed what I think was the bottom BTWDIK. Veco continues to be a quandary to me however. As is Zygo where I have some serious averaging to do. DD guys are ordering equipment again but very very selectively. It is like no one wants to turn on the faucet again so everyone is gathered around trying to catch a drip here and there. Some exceptions are automation however and I like Zygo's position on that score. I see automation starting to take on new levels of importance in the planning that I hear about. I also like Zygo's position in flying height testing which is seeing a resurgence of interest. Veco's real strength still lies in its GMR processing capabilities. I have been wondering if IVAC will ever be a play again. Do you watch it at all? Best, Stitch

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