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

To: orkrious who wrote (2308)	7/28/1999 9:34:00 PM
From: Jerome	Read Replies (1) \| Respond to of 3069

Looking at the numbers. I think the company tried to put a good face on things. Business is good but not fantastic. I'd be a holder here until a few days after the conference call. I paid for this hand and I intend to play it out. When you think anout it, The street cheered when a company reported a loss of just a few cents ininstead of a loss of fifteen.( KLIC, CYMI, MTSN, and a host of others) Now here you have a company that's nicely profitable so what will be the net result. Probably some downside tomorrow, but hold on, rationality will prevail. Question: GMR pertains to the disc drive industry. What does process equipment refer to? Who are the customers? This fast growing segment may be the saving grace during the conference call. My last observation is that if the rest of a portfolio is doing well, it may pay to ride this one out. Good luck tomorrow, Jerome