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

To: Zeev Hed who wrote (2231)	7/5/1999 11:55:00 PM
From: Carl R.	Read Replies (2) \| Respond to of 3069

Zeev, with this rally I was correct so far that the DOT would outpace the SOX, but not all my individual choices were as good as they could have been. I agree that the rally could continue up through mid-July, and that after that the market should be weak for awhile, but I do not see it as likely that money will flow from i-net to semis. Rather I see both moving the same direction. If the DOT falters, the SOX will follow because it is internet growth that is fueling the demand for communication chips, and this SOX rally sure isn't riding on the back of DRAM or MPUs. That said, I have moved a good portion of my assets to cash, and I will be taking some time off for awhile, so I hope you guys take good care of these stocks for me. I will be back in November or so, though I may check in occasionally to see how things are going. Good luck, Carl