Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (34424)	9/23/2001 10:36:47 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68326

Doesn't VECO look a little light on cash to you ($87.9 mil)???? biz.yahoo.com

To: Return to Sender who wrote (34424)	9/24/2001 12:39:43 PM
From: Suresh	Read Replies (1) \| Respond to of 68326

Hi RTS and Harry, tools sold by KLAC, VECO will continue to be crucial for any technology advancement we see. I hope we are not yet dead in making advances in the semi sector. VECO is under appreciated but I wouldn't be surprised to see it outperform the sector in the coming run. NEWP is because everyone is writing off automation in fibre just because there is a slow down. This is the period when the strong really try automate and reduce the cost of manufacturing. My equipment friend likes the tools by NEWP and its management. RTS if I need to pick one among the three it would be KLAC (conservative), VECO (aggressive) and NEWP (speculative and aggressive). Later, Suresh