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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: shane forbes who wrote (3179)5/2/1998 1:41:00 AM
From: Donald B. Fuller  Respond to of 9256
 
They (VECO) are worth a look, IMO. They appear to be critically positioned to benefit from the trend to dd makers transitioning to MR/GMR heads. They are also well positioned to perform metrology for the 300mm semi industry. I believe these twin areas of extreme competence have them positioned to power right through the next 5 years.

Don