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

To: Carl R. who wrote (2348)	8/2/1999 2:52:00 AM
From: NicholasC	Respond to of 3069

FYI - I work in the IT field and there is currently a serious shortage of high-end disk drives. Perhaps while DD manufacturers are fighting a price war on low-end drives, they are constraining supply of high en drives to work towards price stability. I remember the last time I saw this happening WDC and APM in their hay day above $30/share. Who knows, maybe the time to buy is when analysts don't think it is time. Surely, it isn't when all the analysts think it is. As far as semi bus is concerned, I really believe that we are finally working our way on the up cycle. Being so, I'll bet that VECO surprises with some good semi business in the next few quarters. -N