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


To: Carl R. who wrote (2513)10/27/1999 9:37:00 AM
From: TEMFASSBAL  Respond to of 3069
 
Look Closer

<<I would disagree. After Q2-1998 the bookings went from bad to worse in Q3.>>

and look what happened in Q4 98...just as it did from Q3 97 to Q4 97...and look what happens in Q1 98 (both following BTB's in the .8 range just as we have now)...can you see a pattern/cycle there...I think this is reinforced by managements call that they'll recapture those orders over the next two Q's...again, the worst is behind us IMHO



To: Carl R. who wrote (2513)10/27/1999 9:51:00 AM
From: Mark Ivan  Read Replies (1) | Respond to of 3069
 
Carl,

So far the market agrees with you and they are usually right : )

mark