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

To: Stitch who wrote (2377)8/11/1999 10:49:00 PM
From: Carl R.  Read Replies (2) | Respond to of 3069
 
Thanks Stitch for one of the best posts I've read in awhile. Welcome back. I do have one issue though. I agree that a shakeout of the disk sector is in order, and will happen, quite possibly by shaking out say WDC and APM. It is not clear to me however that this will benefit VECO in the short run. Less price pressure could mean less volume, and less competition could mean slower transitions to new technology.

As for your Optimag comments, it sounds good. Of course based on prior experience I have a great deal of confidence in VECO's choice of acquisition targets.

Carl



To: Stitch who wrote (2377)8/11/1999 11:18:00 PM
From: Zeev Hed  Respond to of 3069
 
Stitch welcome back and thanks for the lucid exposition in the DD market. By the way, from what you hear, are APM and WDC survivors in this battle? They both seems to have bled to the point of no return, and APM is still struggling in trying to get any orders.

Zeev


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