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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (48674)	7/25/2010 9:54:12 AM
From: robert b furman	Respond to of 96009

Good Morning Sam and Don, Can't help but think we're in a 1998 bottom.A bottom after a prolonged reduction in Capex and perhaps reinvestment in leading edge technology. What I hope to see,is a mergers and acquisition consolidation to occur. It seemed that as the cycle once again begins,smart managers realize that combining and right sizing is much more profitable than whittling away at margins for market shares sake. It would be good to see. Bob

To: Sam who wrote (48674)	7/26/2010 5:41:50 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 96009

Sam, you were very prescience in recently buying some VECO. Congratulations! <<Just bought some VECO last week as an example of a semi stock that will be strong>> I know you have posted a couple of reports of their quarterly results to date, but allow me to post another one from Briefing.com <<Veeco Instruments beats by $0.18, beats on revs; guides Q3 EPS above consensus, revs above consensus 4:05 PM ET 7/26/10 \| Briefing.com Reports Q2 (Jun) earnings of $1.01 per share, $0.18 better than the Thomson Reuters consensus of $0.83; revenues rose 251.4% year/year to $253 mln vs the $232 mln consensus. Co issues upside guidance for Q3, sees EPS of $1.23-$1.43 vs. $1.05 Thomson Reuters consensus; sees Q3 revs of $290-$315 mln vs. $282.60 mln Thomson Reuters consensus. VECO says that based on its strong backlog and current order visibility, co is currently forecasting that 2010 revenues will be over $1 billion, with strong YoY growth from 2009 in revenue and profitability in all three business segments.>>