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

To: Carl R. who wrote (2275)	7/16/1999 9:24:00 AM
From: w0z	Read Replies (2) \| Respond to of 3069

Could anyone tell me if VECO is more dependent on: a. Growing unit volumes (driven by sub $500 PC's) of business at its customers...OR b. The health and profitability of its customers (SEG, RDRT, etc.)? Seems to me it is more a than b in the short term, but I also realize that companies going out of business cannot afford much capex $. Also, can anyone tell me what % of their business is disk drive related. The DD business seems similar to DRAM in that not many are making money, but I assume they still have to invest both for capacity and technology improvements.

To: Carl R. who wrote (2275)	7/16/1999 10:19:00 PM
From: Mark Ivan	Read Replies (1) \| Respond to of 3069

What, do you have me bookmarked? Yes, I'm afraid your one of the fab four. I find your posts most informative. I also bookmark Mohan (I love trying to play the short side) and some other guy who I was trying to learn the short side from, but he doesn't post much. I'll delete him. Zeev Hed rounds out the field. I sold a bit of VECO at the close and will buy back if it hits 30 again. We had a banner rally going into expiry and next week (like you think) may be a drag. I think VECO can easily hit 30 again. The other two stocks I play (RMBS and CYMI) are just getting to expensive to play any more. Well, RMBS is just too plain expensive, but CYMI's option's premiums do not justify the volatility, IMO. Thus I am stuck with VECO now. Looking for another safe, highly volatile, stock with nice premiums to play. Mark