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

To: Donald Wennerstrom who wrote (2722)	2/17/2000 8:07:00 PM
From: Jerome	Respond to of 3069

>>>VECO looks like it has a lot of room to grow.<<< I agree fully. Things always play themselves out differently than the expectations. Because of the lack of a pullback after a sharp rise I suspect that some mutual funds are making a long term bet on VECO. (one year or more) The Ion Tech subsidiary could outgrow VECO in three to five quarters.That plus the fact that VECO has made a number of acquisitions that quickly became accretive to earnings. As I see it VECO will grow two ways:internally and through acquisitions. Not a bad combination. I own the stock, some options but no puts. If most of the company can just hold on until Ion Tech reaches its potential we are in for a good upward ride. However, opinions vary Jerome