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Technology Stocks : Veeco Instruments-Who? -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (2220)	6/29/1999 12:06:00 PM
From: Donald B. Fuller	Read Replies (2) \| Respond to of 3069

With no reaction to the SEG warning, I think we have found a VECO bottom here. Carl and Zeev - I have an opinion question. One immediate source of funds I have to buy more VECO shares is to redeem SEG and QNTM shares. If that were your situation, would you trade one for the other? Don't worry, I won't hold your feet to any fires - just curious as to what you think. I think VECO is severely underpriced and am itching to buy more but have a harder time predicting the future of the above mentioned DD companies. Who, in your opinions, is better positioned to take advantage of the "secular" growth in DD space requirement - The leading DD makers or VECO? (In my own weighting, I have about 8 times as much VECO as DD shares). Don