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

To: w0z who wrote (2276)	7/16/1999 9:50:00 AM
From: Carl R.	Respond to of 3069

How about: c. continuing need to shift to newer technologies by its customers? The worst case scenario would be if disk drive technologies remained static, or if old equipment could be extended to new generations of drives. They used to be about 60-65% disk, about 20% semi, and the balance to industry, but my guess is that this mix will shift to 50% disk, 30% semi, and 20% industry. In fact by the end of the year I wouldn't be surprised to see semi up to 40-50%. Carl

To: w0z who wrote (2276)	7/16/1999 9:25:00 PM
From: Jerome	Respond to of 3069

Question a & b... Bill if you go to the news heading and click on it read the last earnings release statement. It will give a breakdown of revenues for the quarter. It is my opinion that Veeco is working to deliver the best technology to the large storage industry. Somehow the best technology is more important than unit vol., because it commands a premium price. Other technicians could explain this better than I, so I will stop here. Look at the 100 day chart of VECO. This stock does not linger in one price range for long. Its also an excellent choice for a covered call write. Good Luck, Jerome