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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jay M. Harris who wrote (4149)	12/25/1997 9:17:00 PM
From: Zeev Hed	Respond to of 10921

Jay, I am the wrong guy to ask, I am a chicken, I got back into VECO on the big drop just under 20 and bailed out Monday at 23, a real chicken. I was the one that thought that VECO would be available at 32, when the stock was at 46 (and of course was royally flamed on the VECO thread for that), and then when it got close (at 35, I believe) I posted that here it comes, and I am not sure I would want it anymore at 32. Unfortunately, one of my cyberfriends listened to first advice and not the second and bought just under 32 to see the sock colapse. I am afraid to say anything anymore. At the risk of getting more people into trouble, or causing people to miss opportunities, I think that I might have been a little premature and the gap closing (23 to 25 in VECO)that was the reason for my jumping back in could still hapen, but if it does, I still see major weakness in the whole segment going into late January and February, I would not be surprised seeing AMAT in the very low 20' and VECO under the recent lows. Of course, this is just one man's opinion. I would watch for a definitive technical improvement in AMAT and INTC before jumping into the fray for a long term commitment. Zeev

To: Jay M. Harris who wrote (4149)	12/29/1997 7:58:00 AM
From: ForYourEyesOnly	Read Replies (1) \| Respond to of 10921

Jay, I have a question for you regarding Veeco: What is the main reason that you feel the transition from inductive to magnetoresistive heads will benefit Veeco? Does Veeco have a lower market share in the inductive head market than the MR market? If Veeco's equipment market share for inductive and MR heads is similar, then Veeco's growth rate will only parallel that of the overall growth rate in head production. On the other hand, if Veeco has a very low market share in inductive heads but has a new product that makes it a major player in MR heads, then Veeco will grow quickly as MR heads take off. I'm sure you've covered this some time before, please feel free to direct me to the relavent posts. Happy new year!! THC