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Technology Stocks : Veeco Instruments-Who? -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (1434)	8/22/1998 10:08:00 PM
From: Mitchell	Read Replies (1) \| Respond to of 3069

Oh Carl, Please think positive and try to "visualize" a recovery. (altogether now--using the frontal lobes) Maybe this means we have seen the "bottom".... I heard Bob Brinker, on his radio show today. He said he bought (added to his position I think) NVLS. That's good news for the Semi-Capital Equips. Which I agree are a real good play right now. However, maybe he's not aware that NVLS is now a defendant in litigation brought by Semitool (SMTL) over the copper ECD tooling, which is picking up steam I understand. I wonder if Bob knows about SMTL ?? For your Info. BUT JUST LOOK !!!! HERE !! Look at these numbers..., SMTL is Selling at 1.2 X Book value, PE of 10 or 11 and making a profi. Holding up pretty good though the industry's latest BTB slump. <For the first nine months of fiscal 1998 Semitool reported net sales of $138.8 million, up slightly from the $137.2 million of the comparable period last year>. How can this be ??? When the entire segment is getting slammed ? Well, I think it's clear. Their customers continue to be interested in emerging technologies "as evidenced by the market penetration of the ECD product line". (Mr. Thompson from the July quarterly report) Copper and other metal plating opportunities are growing as semiconductor manufacturers apply ECD technology to specific devices. SMTL is positioning itself to maximize growth opportunities as the migration to Copper unfolds. This one is a There are still buying opportunities out there I rate this a Strong Buy ! Do you know of any others ? Mitch Yes, I'm loading up too ! At 8$ a share, why not ??? Look at these numbers...,