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

To: orkrious who wrote (2933)9/6/2001 10:28:47 AM
From: All Mtn Ski  Respond to of 3069
 
Zeev and Jay,

I must ring in here on VECO, as I think it is a good long term buy here as well, and am very "pleased" to see it under $30. I have three diversified capital equipment suppliers on my list, VECO, NEWP and ESIO.

Do you guys have any opinion on ESIO? ESIO has good exposure to the capacitor crowd like VSH and KEM, as well as the semis and the valuation is reasonable, and getting more so. <bg>

I think these three companies are excellent plays.

Cheers,

Tom



To: orkrious who wrote (2933)9/6/2001 11:09:38 AM
From: All Mtn Ski  Read Replies (2) | Respond to of 3069
 
Got my toes wet on VECO here at $26. Its a 1/2 position with the intention of rounding up if/when VECO breaks to $20 or less. I will be floating for all of next week in Lake Powell, UT and may miss the downward spike in the market. Thus I am bringing myself down to 70% cash and will leave a few "low-ball" GTC's on my favorites while I'm gone. Hopefully I won't miss the "action". <g>

Tom


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