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

To: Zeev Hed who wrote (2872)	9/27/2000 4:57:57 PM
From: Mandinga	Read Replies (1) \| Respond to of 3069

thanks! do you have an opinion on LRCX?

To: Zeev Hed who wrote (2872)	9/28/2000 8:31:43 AM
From: olduvai5	Respond to of 3069

Zeev, interesting point you make. I'm not into TA because my math skills are so weak (BG) I concentrate on fundamentals. Historically, there has been a sine - cosine relationship between peak in b2b and peak in shipments. Some are arguing for a paradigm shift caused by the asymptot in orders earlier this year - specifically that the front end and process sides have not expanded rapidly enough and the back end got saturated and is slumping now while process capacity catches up. They argue that this means the traditional view is out the window and after languishing a couple of Q's, b2b will jump up on the back end to 1.3 or 1.4 while process b2b takes the hit. This can set up a roller coaster ride between the segments that will last until all the fabs come online in early 2002 and the whole thing goes down the tubes again like the memory debacle of the last decade. Scott Kulicke essentially said as much when he warned last month. Until more fab space is built, there literally just isn't anywhere left to shoehorn another piece of test or assembly equipment in. olduvai5