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Technology Stocks : Ultratech Stepper -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (3690)	2/2/2017 2:11:49 PM
From: Investor2	Respond to of 3696

I wondered what was going on today.

To: Kirk © who wrote (3690)	2/2/2017 2:12:31 PM
From: robert b furman	1 Recommendation Recommended By Kirk © Read Replies (1) \| Respond to of 3696

I saw that this morning. There goes Veco's pile of cash. I've been keeping them in the side of my eye for the last year. I love those cash horders. Veco had a different cycle with the led equipment and China was screwing up the reorder cycle with price competition. Cohu has teuuret handlers used in LED manufacturing. The Chairman of the Board James Donahue said the LED business is like semis were 15-20 years ago. The most efficient processes are yet to be defined in making Led's. Veco will be in the final definition I think. I have not forgotten your package - I finished up a surprise and when Jan returns from her Mom's condo this week end she's going to send the package via the UPS store - she says they know how to pack it so when you open up the shipping container it won't be a combination of mush. <smile> Bob