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

To: Zeev Hed who wrote (2224)	6/29/1999 1:47:00 PM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 3069

Hi Zeev, So your short term tea leaves are still negative here on DD companies? My thought is that there are just too many DD players - still. In spite of the long term data storage growth trend I think they will languish until one of them blows up. Both VECO and EMC represent a far larger chunk for me because I think they both have a better strategic position to capitalize on data storage growth. So I ask myself - why do I have these teenie little DD positions at all? Diworsification? Don